The Chinese AI labs are really trying to pop the bubble, too.
How?
Well lemme ask you this. What if models 80-90% as good as Claude, with weights just thrown out there for any provider (or homelab) to host, flood the market? What if they're so dirt cheap to run, they're almost free, and don't even need Nvidia GPUs? What they need fewer resources to run with each update, instead of more?
...What if this already happened, and Big Tech is maddly lobbying to ban/censor them before people realize it, and that the "infinite scaling" thing is a big fat lie?
That's the state of things.