Sure. That's why it's (arguably) a bubble: it's speculation about the future. But the pattern of history is pretty clear on this: it's not the first movers tha

Sure. That's why it's (arguably) a bubble: it's speculation about the future. But the pattern of history is pretty clear on this: it's not the first movers that capture the value. In this specific case the value seems to be captured quite well by open source models too.