What's my position? GenAI will be subsumed into media toolchains. And reasoning is clearly no longer a hallmark of sentience or consciousness. That's going to take some time to sink in. Token costs are only going to drop further from here: https://www.navyaai.com/reports/ai-cost-report-token-prices-.... And there's opportunity to build businesses to bring down the rest of the costs in the article I cited.
Also, I'm with Martina Scorsese and Dua Lipa on GenAI. And having worked in and around Hollywood in the past, it blows my mind that such a corrupt oligarchy would be considered worth protection. Above the lines thrive while below the lines would be borderline homeless without the guilds. And the ones outside the guilds are.
Finally, build datacenters in the Dakotas, the Texas panhandle, and any other place far away from people where power can be generated onsite by whatever means suit the location best that's not coal.