He says that now we are in the mainframe phase. We will hit the personal computing phase hopefully soon. He says llama (and DeepSeek?) are like Linux in a way, OpenAI and Claude are like Windows and MacOS.
So, No, he’s actually saying it may be everywhere for cheap soon.
I find the talk to be refreshingly intellectually honest and unbiased. Like the opposite of a cringey LinkedIn post on AI.