I thought you were gonna say "market forces"
OpenAi and anthropic hypothetically undercut each other.. each epsilon-ups one another until they get to a point where they're splitting the productivity gains with the other companies. If this doesn't happen, it's called collusion and the SEC initiates action. (Ha!)
That should theoretically happen.
If we discuss theoretical scenarios, it's less likely to happen in a scenario where we only discuss about 2 companies in an oligopoly, so the argument isn't as strong.
In a scenario where we have 2 companies AND open-weight models (Chinese, American, French), all of a sudden that process is accelerated. That's basically my first argument in the comment.