It's an interesting presentation, no doubt. The analogies eventually fail as analogies usually do.
A recurring theme presented, however, is that LLM's are somehow not controlled by the corporations which expose them as a service. The presenter made certain to identify three interested actors (governments, corporations, "regular people") and how LLM offerings are not controlled by governments. This is a bit disingenuous.
Also, the OS analogy doesn't make sense to me. Perhaps this is because I do not subscribe to LLM's having reasoning capabilities nor able to reliably provide services an OS-like system can be shown to provide.
A minor critique regarding the analogy equating LLM's to mainframes:
Mainframes in the 1960's never "ran in the cloud" as it did
not exist. They still do not "run in the cloud" unless one
includes simulators.
Terminals in the 1960's - 1980's did not use networks. They
used dedicated serial cables or dial-up modems to connect
either directly or through stat-mux concentrators.
"Compute" was not "batched over users." Mainframes either
had jobs submitted and ran via operators (indirect execution)
or supported multi-user time slicing (such as found in Unix). replies(2):