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 disingenuo…
I don't think that's what he said, he was identifying the first customers and uses.