It's unclear to me how this will play out because LLMs don't have the same network / platform effects as the other examples (Uber / Facebook), nor is there one dominant LLM that is overwhelmingly better than the competition for consumers (Google). There's overwhelming competition from the open source cheap models especially for the lower-mid intelligence use cases
I agree. I don't see why something getting more competition and plummeting costs is going to get significantly worse. Meta being Meta is not the strongest argument.
The vast majority of people don't know what an Open model is or how to use one, or even that it is an option
For now!
Even if not, there's pricing pressure between chat, gemini, and claude. The products seem to be comparable for laypeople which is why OpenAI has been investing a ton in their memory feature to try to lock in users
That’s only one away from being a classic tech duopoly