[jkman]

But surely that's completely different, no? It seems that there are major differences between OSes and LLMs that preclude this comparison, in that an LLM is truly 'just' a tool. You can slot in another to replace it, IDEs and harnesses can handle basically any provider out the box, etc. An OS is not just a tool, its success depends on things like power management/general hardware interaction (requires collaboration with consumer computer manufacturers), what applications are available for it (dependent on third party devs), etc. It does seem that all the LLMs are substitute goods in a way that OSes are not at all.