This narrow focus, of course some intermediaries in industrial chain is going to make $$$ selling/renting shovels - there is stupendous amount of $$$ being moved around, there will be some very phat winners, but even more losers in aggregate on broad ecosystem level. [1] is actually illustrative, there's a reason why opex low - capex premium is ridiculous right now, with almost everyone along compute industrial chain capturing 50%+ margins. Investors are burning $$$ and companies and pillaging warchests, intermediaries are raking in $$$, but that doesn't mean investors or companies doing all the spending will make more than they spend, i.e. the net ecosystem business model is not sustainable precisely because intermediaries are capturing crazy rent relative to actual monetization to sustain.