So, I get that the hardware is needed for training the models and that’s why the stock price fell. But it’s also required to run the models, and this news is only going to increase the supply of AI services. It seems to me that this isn’t a big threat to the companies that sell AI hardware.

Uncultured rubes do.

I suspect that a huge portion of Americans do not have the reading skill to keep up with subtitles. Subtitles make them feel stupid, so they won’t watch em.