You say that like the tech world isn't littered in a field of dead and failed companies and billions of dollars burned on failed ventures and ideas. Sure LLMs have proven they have value, but where is the trillion dollars of current investment going to be paid back from? So far it is still entirely speculation that they have such a high value, and they can't just play the long game of "well after a few decades of production and iteration it will add up" because half the hardware cost is going to be obsolete energy burning trash for them in 5 years.