there are so many branches of evolution here, I also see them converging to a "best model becomes a niche concept" too the supercycle is on device models, and

there are so many branches of evolution here, I also see them converging to a "best model becomes a niche concept" too the supercycle is on device models, and one of those evolutions is models baked into chip die, and you just upgrade chipsets every few years instead so it's the hyperscalers that will take the L in that environment