the massive LLM CapEx burn is starting to feel like a trap

looking at the recent earnings and the sheer amount of CapEx big tech is dumping into scaling LLMs is making me nervous. pouring hundreds of billions into probabilistic models that basically just guess the next word is a wild bet when enterprise clients need 100% accuracy. you cant run a power grid or logistics network on a model that might hallucinate because of a weird prompt was checking out the speaker notes for the Milken Conference to see what the institutional guys are focusing on right now. its pretty telling that the ASML and Google execs are doing a panel with Logical Intelligence entirely focused on deterministic AI (the brief is here [https://logicalintelligence.com/milken](https://logicalintelligence.com/milken)). seems like the smart money is quietly pivoting if the industry is already moving toward architectures that understand actual mathematical constraints and logic, then pricing in a permanent monopoly for current generative AI infrastructure feels like a mistake. The real b2b money is going to flow into systems that physically cannot hallucinate. just feels like retail is blindly chasing the LLM trade while the actual builders are already looking for the off-ramp.