[arbirk]

I suspect there is a substantial first mover disadvantage right now. The extreme investments will not be profitable, leading to the bubble bursting at some point in the not so distant future. This will lead to short term price increases for inference and slower innovation in a period, the tech will emerge more mature and stable etc.

As one who clearly see the huge potential of this tech this is an interesting outlook; make sure to make your products resilient to changing vendors and price hikes and it will probably be fine.

Side note: Google seems to be playing the long game..