Yea, I agree.

Arguably LLMs are both (1) far easier to switch between models than it is today to switch from AWS / GCP / Azure systems, and (2) will be rapidly decreasing switching costs for your legacy systems to port to new ones - ie Oracle's, etc. whole business model.

Meanwhile, the whole world is building more chip fabs, data centers, AI software/hardware architectures, etc.

Feels more like we're headed to commodification of the compute layer more than a few giant AI monopolies.

And if true, that's actually even more exciting for our industry and "letting 100 flowers bloom".