Ah, the post is written by the president of Signal, that’s why it keeps raving on about it.

But yeah, I think that’s a bit optimistic of a timeline. I can see that investors might be fed up with financing the unprofitable AI technologies next year, but then it’ll start with increased prices, which will lead to broad adoption of cheaper, worse models, which will lead to a generally worse image of LLMs and then possibly 2026 or 2027, we’ll see LLMs being taken out of all the webpages where they weren’t terribly useful. I do think that’ll hurt Big Tech, because they set quite a lot on this one technology this time around, but most do still have their cash cows to fall back to.
But yeah, we’ll have to see how this actually plays out. There is some use-cases, where LLMs are genuinely the right tool and companies might pay quite a bit of money to use them.

One critique of the article:

and even tech titans such as the VC powerhouse Y Combinator, which is singing in harmony with giants like a16z in proclaiming fealty to “little tech” against the centralized power of incumbents.

That’s kind of the job of Y Combinator. They find small companies, invest in them, then hype those up. As such, they will sing the praises of little tech, but very much with the goal of turning it into the Big Tech of tomorrow.