And anyone with 3 can also see another trend. The hardware required for inference is rapidly falling. It's all following what happened with text-to-image image gen stuff almost to a t. It started out requiring super computing clusters, and now a days you can do high performance image gen on any plain old computer. I think within a few years we're going to be running frontier level models on a basic mid-range gaming hardware. You can already run quantized frontier level models on $1600 tier cards at high performance.
Seeing this bubble play out in real time is the most surreal thing. It's like watching a train wreck play out at a speed of a few inches per day. Like come on, just get off the track FFS.