There seems to be significant opportunity to zig as others zag. Imagine the Intel letter saying "we are going to take advantage of the current hiring environment to scoop up talent, and push forward on initiatives."
The letter seemed contradictory: be a factory, but innovate on AI. Is AI actually smart? Human brains use the power of a dim incandescent light bulb, why does AI require so much power, that the processing chips overheat?
Sure, selected tasks can be done orders of magnitude faster, but do we, for example, really need that kind of output, like pi to a trillion digits? Or AI controlling stock market trading? How much liquidity is necessary for traders other than huge funds?
Skill issue. I can outpace your LLM if I get the same tolerances.