I think in the mid-term, many of these AI companies are going to run out of cash.

Users are more and more going to be able to run models locally so it's a race to nowhere (all you need to have a very good model, is to have a Mac with 128 GB of memory, but at 16 GB you already have something usable but not so nice)

The big winners are going to be the memory makers

Not if the browser rendering is done in the cloud. All you're looking at is a screen on a server somewhere, not actually the one on your phone.

RDP is the future? Makes sense. It's been a while since money was poured into networking.

Microsoft sells Windows 365 which is essentially cloud VMs with RDP to give to workers instead of employees running things locally.

Cloud gaming continues to grow. Nvidia GeForce Now, Xbox Cloud Gaming, PlayStation Plus, and a number of smaller companies sell remotely rendered gaming services for subscriptions.

Nobody wants to run browsers in the cloud. Too expensive. We really are getting the worst of all worlds with this, where we have to do all the expensive computations and all our subscriptions do is flip a flag in some database somewhere so that we're allowed to run a few milliseconds/month of computation on their servers while we're providing vast CPU resources to the rendering, and if the company is even half clever, WASM execution that actually costs money.

Exceptions for services that actually cost some non-trivial money per consumer, but there's a lot of crap like an alarm clock or your smart watch's subscription for fitness tracking or other completely trivial bullshit charging $10/month out there.

That was Opera Mini's schtick. What's old is new again!

Maybe it will incentivize the introduction of more reasonable browser technology. /s