Replied here: https://news.ycombinator.com/item?id=47804804

And I don't really mean new businesses that are entirely built around LLMs, rather existing ones that pivoted to be LLM-dependent – yet still have non-LLM-dependent competitors.

same as Uber… in the beginning everyone pretty much new that the cost of rides cannot possibly be that cheap and that it is subsudized. once you corner the market etc people just got used to “real” prices to the poibt that now there are often cheaper alternatives than Uber but people still Uber…