> But at the same time that's not the point of capitalism, is it? The point is to charge close to the value you're providing.

The question is how large the value delta will be from open models. And I’m not sure if the cost of entry is really “extremely” high comparatively if as you project the market will be so profitable. Surely investors will see a chance to get a larger piece of that profit. While model training is costly, there is a ceiling imposed by the training material being limited (at least for text). LLMs also don’t have a network-effect moat like social media has, or a web search moat like Google has, or a chip technology moat like TSMC has. It’s unclear if a significant moat will emerge.