It makes sense to me and I'm saying this as a strong believer in AI and its ability to add value.

The system itself doesn't reward value creation. I've been saying this for years. I've seen many smart people waste their time on bureaucracy; their intelligence was being wasted; so I'm not surprised at all that now that we have AI, that its intelligence is being wasted as well.

The bottleneck is an allocation issue, not a capability issue.

The current reality is that a lot of very bright people are currently working for big tech in bureaucratic roles and not allowed to focus their attention on 'risky' problems which would deliver real value if resolved.

The current system prioritizes monopolization and is designed to try to ensure that all innovation happens within big tech. It is sacrificing potential innovation which could have occurred much faster outside of big tech in order to ensure that any gains are captured by big tech... But it's sacrificing an enormous about of efficiency.

I hope big AI companies can use their political leverage to try to open up opportunities for people who want to innovate outside of big tech. That's aligned with their long term interests.

I think AI companies are convenient structures which could allow big funds to benefit from decentralized innovation. Could create real win-win scenarios. But those AI companies have to stop pursuing the corporate and government money and prioritize small customers and support small tool makers (or at least lobby the government to stop hindering them with regulations). Also, bootstrapping should be prioritized because VC money mostly creates moats.