And the thing is the architecture of LLMs was already a huge breakthrough in the field. Now these companies are basically trying to come up with another by - and that’s just my guess - throwing tons of cash at it and hoping for the best. I think that’s like trying to come up with a building material that outperforms steel concrete in every aspect. Just because it was discovered by some guy doesn’t mean multi billion dollar companies can force something better with all the money in the world.
Both can be true at the same time if you just use human labor behind a screen to assist the lackluster hard- and software. They tried that with their self-checkout supermarkets while claiming they were fully automated.