I think the argument being made is fundamentally wrong. It reminds me of the Socialism vs Capitalism models - this idea that centralizing the resources will somehow unlock efficiency. It's also becoming clearly that merely throwing more data, RAM, compute, etc, is not generating significantly better behaviours.
We are far better off with millions of people running lots of little experiments, than a handful of super large companies running a subset of experiments. We really need to get agentic LLMs onto local machines at a reasonable price to really accelerate.
The likes of qwen3.5-0.8b have been super interesting to me, you have this tiny little model that can run on a CPU that can exhibit agentic behaviours (with a lot of tickling) - in the hands of hobbyists is where I suspect we will see some cool updates.