I think everyone understands models will be a commodity.

Its the user base (with ads and upselling) and proprietary wrappers which will make money for typical customer.

Even enterprise customers arent going to be spending a lot on tokens. Once labs no longer have to subsidize trainings tokens costs will drop 10x and once models get burned on chips costs will drop 10x more and you physically won't be able to burn significant number of tokens unless you're deliberately trying to.