This was an inspiring read! Reminds me of Simon Willison's analogy of LLMs to "calculators for words" but this author takes the idea even further. I agree the analogy points to foundation model companies like OpenAI and Anthropic having the most revenue but not the highest margins. Who will the Apple / Microsoft / Google of this new wave be? Who can take this raw technology and actually make it usable by all? "An LLM in every home"