The big lab revenue may not be catchable, but im not sure it needs to be.

If they can carve out a niche of industrial and governmental partners who rely on them for sovereignty reasons, it may be enough.

I completely agree, I think AI is a vast ecosystem will all kinds of profitable niches and sub-markets.

	▲	intrasight 5 hours ago \| parent [-]
		It's an open question as to whether or not superintelligence will create a monopoly/duopoly. My opinion is that it will.