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Articles like this represent reminder that we are in the middle of a hype cycle. [1]

I don’t say that thinking that LLMs (really: Transformers and the corresponding scaling of compute around it) don’t represent a step change.

I say that because I am very sure that we are going to see a slope of enlightenment that results in products that improve the quality of human life.

[1] https://en.m.wikipedia.org/wiki/Gartner_hype_cycle



Author here - the article isnt questioning the value of AI per se, but value capture and competitive dynamics. Internet routers remained valuable but got commoditized, sort of a thing.




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