Comment by jgbuddy

You are making the assumption that the models are only used / paid for by 2.5% of the population (your knowledge workers value). There will be new value created by these models which people are happy to pay for which simply did not exist at all before. It is also naive to say that the hyperscalers are going to be expecting a return on this in 5 years, it will be entirely propped up by investments / IPOs as has been the case with any tech company for decades now to reach scale. The hyperscalers are currently spending ~650b combined annually, which they have the cash for and can sell in future compute instantly.