I hear you. You’re largely right, and I think it’s a perspective shift.
… explain the implications.
I need to write a longer post about the justification (basically, what is a moat anyway?) but without a moat, a computation vendor can’t profit from their capital investment. This kills the OpenAI.
Finally, honesty. I appreciate that the author understands this, even if they might not have the exact knowledge required to substantiate it. For what it’s worth, the situation is more dire than this; we can’t even describe the new directions required. My fictional-universe theory (FU theory) shows that a knowledge base cannot know whether its facts are describing the real world or a fictional world which has lots in common with the real world. (Humans don’t want to think about this, because of the implication.)