[throwaway13337]

It's a good thing that there are so many LLM choices out there, then.

Maybe the fundamental disagreement is whether LLMs will be a commodity product or not.

I think they will be since there hasn't been an indicator that secret sauce lasts more than a few months. The open weight models are, at most, a year behind.

We're in a different environment. The last tech rules of e.g. network effect cannot be directly applied.