Actually, we're saying the same thing: Models are becoming more commoditized, so profits will accrue, not to those companies who say they have the "best" models

Actually, we're saying the same thing: Models are becoming more commoditized, so profits will accrue, not to those companies who say they have the "best" models, but to the companies that have other kinds of advantages. When it comes to LLMs, no one has a technological advantage.