A market with only two players isn't much of a market.

TBF on the LLM side we currently have 4 big players, and a bunch of smaller ones. Plus a healthy bunch of open models, lagging ~1y behind SotA. The best thing for us consumers is that it stays this way. Any of them winning would be bad in general.

Or nowadays, any number of players.

Now that market data is made available by brokers and decisions can be colluded based on such data.