What the field requires, by their own account, is research — not half a trillion dollars in concrete and copper. The buildout is an answer to a question the technology has not yet resolved, built at a scale that forecloses the possibility of changing course when the research points somewhere else.

Also good points how the blurry way people talk about LLMs and the things that wrapping an LLM in a harness of software engineering knowledge and tooling confuses things.