Not only do I think you're right, I think put this way it seems obvious - I am almost heaving a sigh of relief having a better historical comparison than "the dot com bubble".

Short article, but it's good food for thought, thanks.

"The engines that ended up everywhere were not the ones being argued about."

LLMs are still quite recent indeed!

The LLMs will be invisible. Everyone will see the harness (the client app you use in your daily life that drives some LLM-based function).