[ulfw]

Investors still pretend AI is a winner-takes all. The one magic model that will rule all the others forever and ever and gain all the marketshare.

In reality LLMs have proven to be a commodity. Today OpenAI is ahead, tomorrow Anthropic, the next day Gemini and vice versa. Many others, if Qwen or Deepseek are at it's toes and for the majority of people if used unbranded wouldn't even be discernable in difference. Price will dictate who wins. And that is a commodity product.