Comment by dale_glass

The bubble if any is an investment bubble. If somebody likes using LLMs for summaries, or generating pictures or such things, that's not going anywhere. Stable Diffusion and Llama are sticking around regardless of any economical developments.

So if somebody finds Mozilla's embedded LLM summary functionality useful, they're not going to suddenly change their mind just because some stock crashed.

The main danger I guess would be long term, if things crash at the point where they're almost useful but not quite there. Then Mozilla would be left with a functionality that's not as good as it could be and with little hope of improvement because they build on others' work and don't make their own models.