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AdieuToLogic parent
It's an interesting presentation, no doubt. The analogies eventually fail as analogies usually do.

A recurring theme presented, however, is that LLM's are somehow not controlled by the corporations which expose them as a service. The presenter made certain to identify three interested actors (governments, corporations, "regular people") and how LLM offerings are not controlled by governments. This is a bit disingenuous.

Also, the OS analogy doesn't make sense to me. Perhaps this is because I do not subscribe to LLM's having reasoning capabilities nor able to reliably provide services an OS-like system can be shown to provide.

A minor critique regarding the analogy equating LLM's to mainframes:

  Mainframes in the 1960's never "ran in the cloud" as it did
  not exist.  They still do not "run in the cloud" unless one
  includes simulators.

  Terminals in the 1960's - 1980's did not use networks.  They
  used dedicated serial cables or dial-up modems to connect
  either directly or through stat-mux concentrators.

  "Compute" was not "batched over users."  Mainframes either
  had jobs submitted and ran via operators (indirect execution)
  or supported multi-user time slicing (such as found in Unix).