He didn’t mean to question the premise that the consumer market is being starved, he was highlighting the reality of that and connecting it as being motivated by a fear of local models.

Admittedly, the question was ambiguous and could be taken either way, but the comment didn’t mention that consumer market was starved, his question brought it into the discussion.

Note that I don’t think that it is fear of local models personally, I think it’s fear of each other. I think cloud infrastructure providers already proved that even when people can locally host stuff, they mostly don’t. So many consumer electronics could meet their promises all locally, but still force the users to connect to their internet services. The tech market has already proven time and time again they are suckers for subscription eshitification, no need to panic over it being different for AI.