Yes, if the tech works but in a way that doesn't let the labs command premium prices for inference, then that also means a crash. But that's a fundamentals-base

Yes, if the tech works but in a way that doesn't let the labs command premium prices for inference, then that also means a crash. But that's a fundamentals-based argument like Marcus's (despite being based in economics rather than ML science), so distinct from the one the article's mostly making.