Well, I would just say to take into account the fact that we're starting to see LLMs be responsible for substantial electricity use, to the point that AI companies are lobbying for (significant) added capacity. And remember that we're all getting these sub-optimal toys at such a steep discount that it would be price gouging if everyone weren't doing it.

Basically, there's an upper limit even to how much we can get out of the LLMs we have, and it's more expensive than it seems to be.

Not to mention, poorly-functioning software companies won't be made any better by AI. Right now there's a lot of hype behind AI, but IMO it's very much an "emperor has no clothes" sort of situation. We're all just waiting for someone important enough to admit it.