[lbreakjai]

AI is more like a union that controls the entire labour pool. I'm one out of a few million developers. I've got very limited bargaining power. I can't withdraw my labour because I need it to make rent and buy food. My cost has a very predictable ceiling.

On the other hand, there's two AI labs, that could afford to eat your profit, because what are you gonna do? They're your entire labour force.

[bluGill]

There are more than two options. The others are not as good, but depending on who you believe they might be good enough.