The post doesn’t seem to contemplate the effect that open-weights models will have on the take-off dynamics. For example, it seems like the DeepSeek V3 release shows that whatever performance is achieved at the frontier, is then achieved in open-weights at a much lower cost.
Given that, the centralization forces might not dominate.
This scenario now seems less likely with the OpenAI “O” series. It seems like we might reach AGI with heavy inference compute cost at first. This would mean much less overhang.