Comment by keeda

Agreed, there's nothing sticky about the models right now, but I see the big AI players making moves that hint at long-term success, and even dominance, in the enterprise space, which is where the real money is. As Microsoft has shown you can create stickiness for things that are already heavily commoditized. For instance, the FDE play itself could be a huge business.

Plus the big factor in my mind for why these frontier labs will succeed -- and this is very fuzzy and hand-wavy -- is that they are very business- and government-savvy and execute extremely fast. They have the most powerful AI models at their fingertips with sharp people who know how to use them, along with insane levels of funding, and are showing the world how a truly AI-empowered organization can operate. I suspect they will thrive despite all the forces arrayed against them.