That reminds me of saying the early Google was doomed because they put all their money into cheap pcs acting as servers - how long do those last? But the enduri

That reminds me of saying the early Google was doomed because they put all their money into cheap pcs acting as servers - how long do those last? But the enduring value was Google dominating search which was worth billions/trillions, not the heaps of pcs. Same here - the main value is in dominating AI or something like that, not in the stack of hardware.