There's nothing wrong w/ turning a profit. It's subsidized now but there's really not much network effects. Nothing leads me to believe that one company who can

There's nothing wrong w/ turning a profit. It's subsidized now but there's really not much network effects. Nothing leads me to believe that one company who can blow the most amount of money early on will have a moat. There is no moat, especially for something like this. In fact it's a lot easier to compete since you see the frontier w/ these new models and you can use distillation to help train yours. I see new "frontier" models coming out every week. Sure there will be some LLMs with ads, but there will be plenty without. And if there aren't there would be a huge market opportunity to create on. I just don't get this doom and gloom.