Comment by Viliam1234

I agree, especially the juxtaposition of "we have still have no idea how all of this is going to work when the dust settles" and "hype". If we don't know, then there is a chance it isn't a hype.

For example, now it may seem that the models are becoming mere infrastructure, and the value moves up to apps and data. But if the models of tomorrow become able to write the apps themselves, then the value moves back. I won't need to pay some to write me a wrapper for the LLM, if the LLM will be able to write the same wrapper, maybe even better because it will be customized for my needs. The app providers are currently profiting from the gap between "what a software company can do using the AI" and "what the AI can do unaided", but that gap is going to shrink, possibly to zero.