This is spot on. I think we'll be able to capitalize on other talents of "AI" once we recognize the big shift is done happening. It's like five years after the Louisiana Purchase: we have a bunch of new resources but we've barely catalogued them, let alone begun to exploit them.
> how long until all the LLM corporate initiatives die?
Sooner than I personally thought, and I place a lot of that with Apple's. They've led the way in hardware that supports LLMs, and I believe (hope?) they'll eventually wipe out most hosted chat-based products, leaving the corporate players to build APIs and embedded products for search, tech support, images, etc. The massive amounts of capital going into OpenAI, Anthropic, etc., will ebb as consumer demand falls.
I hope for this because the question I keep asking is, how can our energy infrastructure sustain the huge demand AI companies have without pushing us even further into a climate catastrophe?