This follows my take, in terms of where the profitability will be long term. It will be with the hardware vendors, and not the model creators. Time will see if I'm right, but, as hard as it is to create a good model, it does seem to be something that can be replicated by others.

Not exactly going out on a limb here by predicting hardware manufacturers are going to make money on AI

More cynically, the way to get rich during a gold rush is to sell shovels.