> Millions of todays users will not just decide that they don't want to use claude code or chatgpt anymore

Won’t they? For a great number of people, LLM’s are in the “nice to have” basket. Execs and hucksters foam at the mouth over them, other people find utility but the vast majority are not upending their life in service of them.

I suspect if ChatGPT evaporated tomorrow, the chronically dependent would struggle, most people would shrug and go on with their lives, and any actual use cases would probably spin up a local model and go back to whatever they’re doing.

I’m not denying hardware demand will evaporate, it definitely won’t, but interrupt the cycle and “ehh, good enough” will probably go a very long way for a very large percentage of the userbase.