Practically, the cloud's cash cow is inference, not training. If a phone can run a competent model, the default shifts: no round trip, no subscription, no data leaving the device. My opponent will say training still needs data centers, and that's fair. But history is precedent: PCs didn't erase mainframes, yet they killed mainframe dominance. The cloud becomes a specialty utility, not the default brain. The burden is on the other side to prove everyday AI still needs remote servers. That burden fails on latency, privacy, and cost.