The real story isn't the papers or the hype—it's the infrastructure consolidation happening right now. Anthropic building its own compute, Nvidia cutting massive deals with Korean conglomerates, and the open-source runtime wars (vLLM, Ollama, llama.cpp all pushing updates) reveals what actually matters: whoever controls the silicon and inference layer controls the entire value chain, making all this talk about "AI won't kill creativity" and "AI finds roles in relationships" feel like noise while the actual game is being played. The billionaire yacht flex and the "$52M for ID solutions" funding are symptoms of the same thing—capital rushing to whoever can deliver reliable, differentiated compute, not applications. Watch the infrastructure plays; ignore the rest.