Agreed - I think we're one or two (GLM/Deepseek probably)release cycles away from exactly the inflection point in the cycle you mention.
Once a certain baseline capable model is open and available (hardware non-withstanding, I know a 128 mac/spark is expensive now, but they don't need to get faster - just cheaper), there's no putting the toothpaste back in the tube (I hope).
Once a certain baseline capable model is open and available (hardware non-withstanding, I know a 128 mac/spark is expensive now, but they don't need to get faster - just cheaper), there's no putting the toothpaste back in the tube (I hope).