alt Hacker Newsin the short term maybe, in the long term it depends how many winners you have. If only two, the market will be a duopoly. Customers will get better AI but will have zero power over the way the AI is produced or consumed (i.e. cO2 emission, ethics, etc will be burnt)
> how many winners ... duopoly
There aren't any insurmountable large moats, plenty of open weight models that perform close enough.
> CO₂ emissions
Different industry that could also benefit from more competition ? Clean(er) energy is not even more expensive than dirty sources on pure $/kWh, we still do need dirty sources for workloads like base demand, peakers etc that the cheap clean sources cannot service today.