> OpenAI and ChatGPT have been pioneering but they're absolutely going to be commoditized.

I am not sure that it is very interesting that LLM apis are a commodity. It's not even a situation where it is _going_ to be a commodity, it already is. But so is compute and file storage, and AWS, Google and Microsoft etc have all built quite successful businesses on top of selling it at scale. I don't see why LLM api's won't be wildly profitable for the big providers for quite a long time, once the build out situation has stabilized. Especially since it is quite difficult for small companies to run their own LLMs without setting money on fire.

In any case, OpenAI is building products on top of those LLMs, and chatgpt is quite sticky because of your conversation history, etc.