That's not Uber's Gambit.

Uber was blatantly ignoring the local laws in order to break into the market and quickly defeat local competition. They used their infinite VC money supply to interfere with and delay investigations and enforcement, betting that if they do it fast enough, they'll have the general population on their side.

LLM vendors found and exploited[0] a legal uncertainty - correct me if I'm wrong, but AFAIK it still isn't settled whether or not their actions were actually illegal. Unlike Uber, LLM vendors aren't breaking into markets by ignoring the laws to outcompete incumbents, and burning stupid amounts of money just to get away with it. On the contrary, LLM vendors are simply providing an actually useful product, and charging a reasonable price for it, while reinvesting it into improving the product. Effects it has on other markets aside[1], their business model is just providing actual value in exchange for money. That's much more direct and honest than most of the tech industry.

The product itself is also different. Uber is selling a mirage, a "miracle" improvement that quickly turns not so, and is destined to eventually destroy the markets it disrupted. LLM vendors are developing and serving systems that provide actual value to users, directly and obviously so.

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[0] - Probably walked into this without initially realizing it. No one complained 5-10 years ago, where the datasets were smaller and the resulting models had no real-world utility. It's only when the models became useful, that some people started looking for ways to make them go away.

[1] - That's an unfortunate effect of it being a general AI tool, and would be the same regardless of how it was created.