I do think this is an apt analogy. I've heard a counterpoint that there won't be enough "destinations" for this to work, but then it's not hard to imagine a single order of magnitude more LLM "destinations" than today (all of which were launched in the last 12 months).
There's also the fact that the data being sent to these LLM "destinations" could be significantly more valuable (or contain significantly more sensitive information) than the average segment identity or track objects.
