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Hot take: I wouldn't want to be an LLM provider rn.
1 year ago all investors were saying that if you're not low on the AI stack, you don't have defensibility, and right on top of the Hardware (i.e. Nvidia), there are LLM and Foundational Models.
Fast forward, the competition is absolutely brutal, the prices are decreasing all the time, and as mentioned earlier, even OAI doesn't have a strong moat anymore (we'll see what they wanna do with GPT-X on Tue (2024-08-13))
As an LLM user, I have no problem switching around (thanks to a few great dev tool providers like Vercel AI SDK and Cursor. A glimpse into the landscape:
P.S. Hot take 2: Don't (always) listen to investors. No one really knows what will happen, least of all, myself.