> Xcancel scrapes and then competes directly with X, whereas LLM labs scrape the internet to make an agentic intelligent bot, a transformative use of the scraped content.
It seems unreasonable to stop there though; the agentic bots are designed and marketed as able to compete with the initially-scraped sources.
I'm not convinced that a competitive use at one remove should be treated as not competitive.
I think that's more true in image generation than in text? At least, all the money is in LLMs that write code, not LLMs that write O'Reilley-style coding books.