But, that's not what you said they'd do. I can switch to a different model with almost zero cost. That's the definition of a commodity.
This assumes the best models continue to be publicly available. There's some level of capability where it makes more sense to go in business for yourself.
They can do both things at once (and appear to be doing so).
No, you switched to another SOTA model.
You didn't switch to 'Random Corner Store Token Seller' down the street, did you?
There 2-3 top players, that is not commodity.
Commodity is when there are enough that none of them have market power or can set prices.
'Commodity' means you buy your tokens from the Grocery Store on their loan plan. Like consumer credit is a commodity.
FYI predict this is roughly the way it will stay.
We will develop a lot of use for Chinese Open-ish models etc. but the SOTA's will maintain their place for a lot of things.