Again, there is a moat based on compute. If the thesis is right, cost of compute will only rise... As it is as you say someone will have it be quite wealthy to host something like Astra with trillions of parameters, but that cost will only rise with demand for serving these frontier models.
That hasn’t been true for anything else in computing, ever. The cost falls with scale.
Look at general compute, storage, graphics, networks, anything. Demand increases. Price goes down. There are price spikes, such as right now with RAM, but they’re transient. The trend is more faster cheaper and it won’t end until we hit actual physical limits. We are not close.
Yes, of course Eventually prices will go down... But there will be a period where things are much more expensive, based on simple inability to make much more gpus than the current rollouts demand.
And after that period when costs are going up due to gpus replacing workers... All bets are off on terms of what the economy even looks like
