Good observations
@Grady_Booch: In the fullness of time, LLMs will eventually become commodities and their price will be a race to the bottom. As the competitive advantage of one LLM over another shrinks - particularly as open source models expand - the value proposition will turn to the neuro/symbolic harnesses that use those models, structures that encompass agents, agent orchestration, tooling, and component plugins. Even those from frontier AI organizations will fall to open source frameworks. The last thing standing will be those who command the data centers on which these things run, and even then, that will become a commodity, with the number of players shrinking to just a few survivors. They too will find pressure: as computational power rises, more and more such systems will be run locally.