If you are using AI like you use Netflix (something you like but can live without if it gets too expensive) then you have a point. But if you are relying on AI for your business, the cost of AI sooner or later is going to be passed on to you and it's going to impact your margins. And it's probably goong to be sooner, rather than later.

The amount of money these AI companies are burning is unprecedented and there is simply not enough money in the economy to keep it going at a loss for ten years. Google (Google!) went cash flow negative and is issuing bonds, basically asking for a loan. That's the reason markets are getting so nervous.

And yes, choice is good but how many of these new models are trained from scratch vs distilled from frontier models? If OpenAI and Anthropic go down in flames how much of the cheaper choices we see today are going to keep evolving? I am not trying to make a prediction either way, I am just pointing out the uncertainty. Which, again, is fine if AI is a commodity you can easily cut, but not great if your company is betting big on AI.