I haven't seen people mocking the revenue forecasts, but I agree with your take w.r.t. demand. The bigger question is whether demand is the constraint?
Unlike standard software or even manufacturing businesses, I'm not sure the economies of scale look great if you factor in cost per query.
Unlike standard software or even manufacturing businesses, I'm not sure the economies of scale look great if you factor in cost per query.
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The real question then is "what is demand once you start charging the true unit costs?". Personally, I found this article sobering but well reasoned.
But I think it's reasonable for skeptics to question whether advances in inference efficiency, hardware efficiency, and even core energy infrastructure will happen soon enough for current companies to capitalize.