| Unlike all your examples, switching out an LLM is both cheap an easy. So easy that every 3 months or so new models are released and people grab them and start using them. The UX is the same regardless the provider. You send in a prompt, it spits back an answer. In all your other cases, the cost to switch is losing support and a difficult transition period. But in the case of LLMs, there was no support to begin with. The transition is basically updating your current harnesses to know about the other models. I think the comparison most apt is the rise of AMD. Sure, it never(?) achieved market dominance, but it did ultimately make a huge dent. And a big part of that was because AMD x86 was pretty close and pretty compatible with Intel x86 at a fraction of the cost. |
Not to mention the meta of account limits, billing, ZDR contracts, etc.