[JumpCrisscross]

> if you mean observing commoditization implies there is no existing, ambient superintelligence at the moment of that observation, then I don't disagree

This is a better way to put it, thank you. More precisely, I'd say commoditisation implies there is no existing self-improving AI on the market.

The moment someone gets exponential self-improvement, model fungibility breaks and the first mover wins. This is the Bostrom singularity the rationalists flip out about.