That kinda misses the point for me. I use LLMs a lot and have become an invaluable part of my work (coding, collecting data, proof-reading text) and even person

That kinda misses the point for me. I use LLMs a lot and have become an invaluable part of my work (coding, collecting data, proof-reading text) and even personal time (amazing Japanese menu translator!). But I still think they can "fail" in the sense that current investments need an absurd amount of profits in order to have a positive NPV. Data centers depreciate fast, so if you just did $500bn in capex, you better make sure you will get $50bn/yr out of it from the get go or you will fail. And that's the problem; even if sales are high, all vendors are bleeding money and so far the offerings are commoditized enough that I can't see how they will recoup their investment.