super interesting breakdown. that being said, it's unclear to me if this is actually a problem outside of code gen. the labs have zeroed in on this use case since it's so obviously valuable but they're not going to launching products in every area.

also, yes, the labs control the supply but also there are many labs so there's lots of competition. they can't, for example, just jack up the prices on the dealers (apps) like a monopoly could. so again, not sure if being a dealer is actually bad here.