My thought here is that there are many. They have proven to be commodities in most use cases.

As soon as one gets annoying, expensive, advertiser heavy etc. you just rip it out and replace it with the other one. AFAICT there is zero lock-in or moat. I often am able to switch models in one click or command. This is why all the LLM providers are desperate for a product layer/comprehensive tool set.

Sure maybe they all end up that way, but there’s plenty of reasons corporate customers will want private LLM usage that is not skewed towards advertising. I am happy to pay for that.

Also, open source models are a bulwark against another search style ad Monopoly.