I’d be surprised tbh. Investors don’t want to hear “everyone else is still training models and seeing improvements, but we don’t want to participate in the arms race anymore.” They want monumental leaps every quarter or two because they have sunk unholy amounts of money into these companies/products.
The whole idea of “hyper scale” doesn’t jive with caution and or otherwise slowing down.
The whole ecosystem will twist and evolve, and the big companies will be left begging for corporate subscriptions.
I finally caved when I realized I could build a PC, for myself, with dual video cards that I wanted, which can play games that I like and run models that I want, without worrying about giving my payment info to someone I don’t trust, or invoking token anxiety that I don’t want.