Technology

It shows how important is for people to own the datacenters. Running model on bigger hardware for multiple people is much more efficient than running it on personal hardware.

Which also is why the AI companies are panicking a little bit. They don't necessarily target private consumer anyways, but are trying to expand into the business-licensing space. Thats why they are competing so hard to create the most complete ecosystem of tools, i.e. coding, legal work, picture+movie, defense.

But no reasonably lead company is going to waste $9999999 billions on tokens for ever more expensive models when you can get similar results by expanding your serverhall with a few m^2.