The question really is how soon we reach that tipping point, and whether it's before or after the current bubble runs out of steam for some other reason.
There's no such ought really. Even at current levels you'd need like a 100x gain from here to approach current top proprietary models (probably a lot more for say Mythos or Mythos 2), and it's not like they are stoppng to improve. This is before we even account that you'd just be running 1 agent then, and not a swarm like you'd be able to in the cloud or that you can do only so much compression before you are losing out
Not everyone needs that large of a model, though.
And in these types of hardware, the time between a successful prototype and a fully deployed product is pretty long. Maybe they count on that to know when to stop?