Comment by fc417fc802

> AI companies are frankly far more limited.

I'd counter the exact opposite. You can purchase GPUs on the open market, they're just expensive. You can install the GPUs anywhere in the world, it doesn't need to be a particular street or a particular house. Suitable land and infrastructure for a large factory is similarly scarce and expensive and might need to be built out at great time and expense but that doesn't make heavy industry a natural monopoly.

Sure, there's currently a supply crunch for a lot of this stuff (ex gas turbines) but temporarily bad market conditions doesn't make something a natural monopoly either.