Maybe, but: 1. People won’t ultimate go download ChatGPT.app or use a website — they’re going to be using the functionality through structured services in iOS

Maybe, but: 1. People won’t ultimate go download ChatGPT.app or use a website — they’re going to be using the functionality through structured services in iOS and Android, and it’s necessarily going to be under control of the OS vendors for security/privacy reasons. This doesn’t mean Apple and Google own the LLMs — there will be consumer choice for antitrust reasons if nothing else — but the operating system has to be a conduit for access to your data, and also for unified user experience. Which means advertising will be limited. 2. Say it does go the way you think it will — what prevents a real non-profit, open source LLM from taking it away from the commercial players? There really is no moat (other than money, energy, data center space).