Let's imagine that we all had a trillion dollars. Then we would all sit around and go "well dang, we have everything, what should we do?". I think you'll find that just about everyone would agree, "we oughta see how far that LLM thing can go". We could be in nuclear fallout shelters for decades, and I think you'll still see us trying to push the LLM thing underground, through duress. We dream of this, so the bear case is wrong in spirit. There's no bear case when the spirit of the thing is that strong.