I think a lot of this will hinge on companies building and maintaining their own AI models AND the underlying backend compute. So long as “AI-native” services are just wrappers around OpenAI or Anthropic GPUs, they will all either be squeezed to the point of unprofitability due to OpenAI/Anthropic’s disastrous and unsustainable economics OR be directly undercut and killed by competing products from OpenAI / Anthropic (and then these products themselves will eventually die due to the aforementioned disastrous and unsustainable foundational economics of either of these companies).

#Plebchain