If it is true that these wrapper companies can't find positive sum economies for their product offerings, there will be a point in time where we will see them fail and it will cause a domino effect, rolling over to the big LLM providers and ultimately NVDA. This is highly speculative, but currently there are some realistic pointers to such a scenario.

In such a case, I think we will see a move to smaller, domain specific models. I think if the first cycle of the AI age is large, general models, the second will be smaller, domain specific ones that we can run on retail machines.