I think that the author has a point that LLMs need to make sense (and money) in the context of products.

Google’s Gemini integration from a consumer standpoint seems to be doing it right, even though Gemini on the developer side could mean many things.

We’ve probably been on the cusp of the transition from the exponential exuberance on LLM hype towards building products that make money. Still going up, but the hype is slowing.