Agreed, with one caveat: demand for hardware can drop if the optimization is so substantial that deployed hardware is already capable of fulfilling any possible request in a timely fashion. Say, anyone becomes able to run any state-of-the-art model on any desktop computer. 90% is not enough, though. It has to be at least three or four orders of magnitude. The ones driving demand are big datacenters, so they need to be in a position where just throwing more hardware at the problem solves nothing.