There's an interesting job interview question: do you want to be more like Woz or S. Jobs? Elon Musk's management style is very Jobs-like: Motivates via manipulation and wow-factor of cutting edge, has grand visions, yet knows what factories and the market can and can't handle, tries odd drugs, etc. However, Jobs rarely stuck his nose into politics; Jobs mostly just trolled about tech.
I think the point is that anyone can enter the AI cloud market to compete with the fat cats if they get too pricy. NVIDIA's de-facto standards are the closest thing to a market moat. If AI ends up highly tied to NVIDIA's standards, then NVIDIA could become the Microsoft of AI. It's hard to know how tool chains will evolve to answer that though, it's new territory. (It could be all moot if the bots take over and eat us humans. I taste like chicken.)
I don't think anyone is arguing it's giving zero value, only that the total value is not keeping up with investments. Look at the recent smart-speaker bubble: people indeed use them, but not often enough for profitable activities, and so the speaker market popped. Trying to goad people into shopping with them failed.
Making AI pictures of Pee Wee Herman riding a shark blindfolded is indeed fun, but not profitable for Microsoft because it's too hardware intensive for ads to cover. I gotta make more goofy pics before the bottom falls out...
Objective info is currently hard to come by, but my horse sense is that Big AI is subsidizing it for many projects, including those in other companies, to gain both market share and investor excitement (deserved or not).
If one looks at most the bubbles of the past, the writing is on the wall. AI won't go away, but will probably take longer to make profitable than anticipated, just like dot-coms and smart-speakers. Force feeding it is causing indigestion, and it's likely to PukeGPT.
That would have made a good Silicon Valley plot: they discover they accidentally put a trade secret in their logo, and have to jump through hoops to collect, hide, and delete the bad version without making competitors curious about their effort.
CP/M is the Yahoo of OS's: had a mile-wide opening of opportunity to step into, but blew their chance through greed, short-term thinking, and suits-gone-wrong. CP/M and co. could have been Microsoft, and Yahoo could have been Google.
What about embracing forms of tent cities rather than disparaging them? Homo Sapiens have been sleeping in teepees and portable huts for roughly a hundred thousand years; we have evolved to survive in such. Have shared showers, restrooms, washrooms, etc. I can't say it would work in all climates, but in many.
In the end it may be easier to reprocess the synth version with AI trained on acoustic sounds, ideally with options to select different performers' styles. The long list of algorithmic tips there may indeed work, but could be expensive to code, test, debug, and tune.
The nice thing about line numbers is that you didn't have to learn a different code editor for different computer brands. I could walk up to any computer that had BASIC in a department store, and program up my favorite childish prank on every brand:
10 PRINT "This computer is overheated."
20 PRINT "WARNING: Computer about to EXPLODE!..."
30 GO TO 10
RUN
Newbies walking up saw the active screen, got wide-eyed and walked away quickly. One even called security, as I watched from a distance. Good times!