Silicon will improve, but not fast enough to calm investors. And better silicon won't change the fact that the current zeitgeist is basically a word guessing game.
$20 month won't get you much, if you're paying above what it costs to run the "AI", and for what? Answers that are in the ballpark of suspicious and untrustworthy?
Maybe they just need to keep spending until all the people who can tell slop from actual knowledge are all dead and gone.