Two curves cross in this issue. Vera Rubin enters full production at 50 petaflops and a tenfold cut in inference cost; Musk agrees that all software is about to be free. Capital pours into the substrate exactly as the thing it produces stops being scarce.
Lego shipping a 2x4 brick with an ASIC and a mesh network in it is the other half of the same story — compute becoming too cheap to meter, and therefore appearing in children’s toys.