@MichaelTBacon @alienghic @cwebber I don't see a stopping in the near term. PE hasn't done a lot of real AI deals, I think that's blocked on a lack of proven playbooks. VCs are making bets but the actual end user value is pretty unclear. Having studied this area and its trajectory quite a bit over the last year I think the unit economics of API serving are already approximately sustainable, and the models and hardware designs continue to get cheaper for a given level of performance. ...