Hundreds of billions of dollars are poured into everything AI related.
But it looks a bit similar to the first browsers many years ago: ultimately a few will dominate, and the rest is worth zero.
Which ones will be the winners and wich ones will be worth nothing?
Only Chinese and American AI seem to compete, the rest of the world is too far behind.
As far as I can tell companies like Open AI make their money by selling subscriptions and ads. Alphabet has shows that selling ads can be highly profitable. But those subscriptions: what if a chinese LLM will be free, of will cost only 2 dollars per month while ChatGPT asks 100 dollars or more per month?
People have adapted very quickly to cars, smartphones etc Made in China, and are very fond of temu and aliexpress