There is smaller companies creating phones, if they would have the option of an mature open source os, I’m sure companies like fair phone or shift phone would make the switch.

Honestly (as a software engineer), we should have less of a privileged attitude towards being replaced. In the end, that’s what software engineers have been doing for years regarding other jobs.

But isn’t the investment still driven by consumption in the end? They invest in what makes money, but in the end things people are willing to spend money on make money.

Because they are still chasing a breakthrough. It’s one thing offering LLMs as a service or selling models, it’s another to develop new and better ones. It’s just a huge research cost. I’m pretty sure if they would stop research on new models and slightly increase their prices, they would be profitable. But they don’t want to fall behind.

The gpus will still be used for AI, just not as profitable