Here is my prediction:
The Magnificent Seven - Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla - will continue to push AI down our throats despite diminishing returns to its users, simply because they’ve invested so much they’ve gone past a point of no return.
That notwithstanding, the inevitable Great Implosion will happen to companies such as Anthropic and OpenAI because open source models that can be run locally - with minimal capex and zero risk of surveillance - are quickly and irreversibly becoming good enough.
The whole ”AGI is just around the corner” is a meaningless and silly distraction.