AI is software that is not pre-recorded: unlike Excel it generates every token for the first time, every time, which is why it needs factories.

For example, Excel was written by several hundred engineers. They compiled it. It's pre-recorded and then they distribute it as is for several years. In the case of AI, because it takes into the context, what you asked of it, what's happening in the world, right? Contextual information, it generates every single token for the first time, every time.