I would have jumped ship, but OpenAI saying "hold my beer" when Anthropic declined the Pentagon's safeguard removal demands is the only thing that has prevented me from jumping ship. I've considered Chinese AI services but I'm too concerned with data (proprietary code) exfiltration.

Just saying there are some decent risks, and pricing it at 1.75T IPO seems risky enough. I would not take that gamble.

I would expect consumer inference ASIC chips will emerge when model developments start plateauing, and "baking" a highly capable and dense model to a chip makes economic sense.

It is also easier to write and debug CLI tooling, and other human devs get to benefit from the CLI tools. MCP includes agent instructions of how to use it, but the same can be done with skills or AGENTS.md (CLAUDE.md) for CLI.

When there are multiple devs + agents all interacting with the same code base, consistency and standards are essential for maintainability. Each time a dev fires up their agent for a framework their context doesn't need to be saturated with bespoke foundational information. LLM and devs can leverage their extensive training when using a framework.

I didn't even touch on all the other benefits mature frameworks bring outside of shared mental model: security hardening, teams providing security patches, performance tuning, dependability, documentation, 3rd party ecosystems. etc.