This really reinforces the idea that the AI race and the Railroad Mania of the 19th century are very similar.
So many different companies are going to have similarly powerful ai that there will be no moat around it and it will be cheap. They will never earn their investment back.
The moat is in the compute and the energy access.
And further down the line in chips, which is why Elon is building a fab now.
There are plenty of capable models on HuggingFace, yet I have no way of running them.