If you were in 1999 you'd be saying pets.com = internet.
Right now, a lot of money is going to train new models. And we need to train new models because they get gated by their training data. And models are only as useful as their training data.
So let's say the money stops.
Do we stop training models? Do we train them slowly? Do we accept the then current models as the limit?
Look at how much we spend on single bombers, how many training runs can you do for that much?
Well, the money will stop when the value of problems the LLM can solve is not increased by adding compute. Since current LLMs are getting quite good at solving problems, that might be a while.