very interesting article, Bob, thank you. It’s so remarkable that you and I and everyone gets these powerful tools for free, in gemini or grok or wherever, you can type in complicated questions and get immediate thoughtful answers, even if not perfect. But to your point, someone’s got to pay for the enormous energy burn that goes into these calculations. consumers are not going to pay much if anything for AI-powered websearch. advertisers will have to pay for that. which implies continued disruption to traditional forms of marketing as we’re already seeing. the more interesting question is whether companies are getting AI tools from providers for less than full cost, and what are the true ROIs. we can all see that LLMs have enormous power, but as people point out there is a “jagged edge” to AI capabilities, meaning that the reliability and accuracy isn’t there for many applications with low tolerance for risk. the shakeout you are referencing is probably only getting started — but that’s a wild guess from someone who doesn’t know