This complexity requires a lot of money- from investors- to sustain. If those investors don't see a return on their investment before they get too anxious, then no more money will be invested and the business is dead. So that would suggest that there will be even less patience from the money than the investors in Apple had. If you are correct that this greater complexity actually makes it harder to productize, then it is hard to see how frontier model generative AI will be viable under a VC funded domain.

It is entirely plausible to me that there are great technologies that are impossible to reach via the normal means of VC/investor financed capitalism. I certainly have encountered market failures requiring extremely patient money (usually in the form of government subsidies) to produce a useful product that eventually does have market value. That has worked many times in the past. But so far generative AI has not had that, and looking at my non-technology friends, I very much doubt that there would be much support among them for government subsidies of AI companies. AI companies have made too many people unhappy, served as too much of a punching bag, to be in a good position politically for that.