Comment by lumost

7 days ago

This really points to a world where all services are too cheap to meter. The compute side of AI is a commodity, the usage of AI is a commodity, the model development of AI is a commodity. So far there is no evidence that a provider with heavy usage has any long-term advantage over a vendor with no usage. New top tier models come out every week from relative unknowns.

Other than a vast consolidation of what parts of the economy are "digital", what is going to have margin other than orphaned capital and "creative" efforts within 10 years?

EDIT: the top ranked model on openrouter based on traffic changes almost weekly now, I can't see how Amy claim of “stickiness” exists in this space.