[worik]

> [AI customers] are using considerable time and resources to evaluate how expensive high-end models perform on certain tasks compared to cheaper alternatives.

That!

There are viable business models, at reasonable cost. But because there are now so many models available, and it is the way you use them that makes the difference, there is no moat for the big AI companies.

This is an industrial revolution. There are huge benefits available. They will not accrue to the "first movers"