It seems pretty clear to me that we've exhausted the possibilities of the transformer architecture. Whatever we're using in 20 years will certainly be a different technology.
Chewy.com is not pets.com. They're in the same market, but it's not useful to say that a business built around limitless hypergrowth is the same as a business built around medium sized sustainability.
Remember HN is mocking the capability/technology itself not the ability of specific firms to survive.