So? How does it change the equation?
Nobody is going to charge "inference price" for model usage.
Given that it is no a monopoly, and changing providers is very easy, it's not going to be all that easy for anyone to charge a lot more than inference price. It's not someone in cloud A, facing huge costs to migrate to cloud provider B.
Given that it is no a monopoly, and changing providers is very easy, it's not going to be all that easy for anyone to charge a lot more than inference price. It's not someone in cloud A, facing huge costs to migrate to cloud provider B.