[allencheng]

Author here, I discuss aspects of this in the "Economies of Scale" section - if you're existentially dependent on a supplier, that supplier has leverage to squeeze you hard.

The counterforce will be development of similar algos by AWS, Google, and others; and OpenAI's personal balance of volume vs prices. OpenAI has a monopoly now but it won't in a year or two; I'm sure they're planning for this.

[w_t_payne]

I suspect that 6 months from now the situation will be different, and technology will have moved on. The potential for these very large models is just too tempting, and I can see a lot of different organisations piling on the bandwagon.