Good pushes! There's 2 rough categories to your points 1. Will there be enough demand? 2. Will labs be able to capture the value? Let me address both. 1. Re demand One intuition pump is this analysis that Epoch did that shows that if all 30 million programmers in the world were using AI as intensively at Meta or Apple, the inference on that alone would consume most of world's compute. (https://x.com/EpochAIResearch/status/205…) Of course, as AIs get more capable, the demand…