The dynamics are interesting. If all businesses get productivity increases from AI, the margins they could have claimed are competed away. The model companies a

The dynamics are interesting. If all businesses get productivity increases from AI, the margins they could have claimed are competed away. The model companies also have their margins competed away because of open models. The only companies that have a moat are the ones with capital as a barrier to entry and even then there is cut throat competition. We might end up with massive consumer surplus from AI because no business will be able to raise prices due to competition. This is why it's so important that we don't allow for regulatory capture in this space.