IMO the top 1-2 frontier labs will make a lot of profit and everyone else will make slight margins. High-value edge cases are very price-inelastic and hard to train for at scale.
Daniel (@growing_daniel)
The open source models are going to win and we’re all going to meet each other at the same $0 income level and everything’s free
— https://nitter.net/growing_daniel/status/2068184768366485762#m