That’s straight thinking. But I’ll give you a suggestion: there is no moat. They

That’s straight thinking. But I’ll give you a suggestion: there is no moat. They have no competitive advantage. AI will be as commoditized as email. We will all pay for hardware devices once prices come down further and all have our own AI’s probably on our phones, and there will be no money to be made by these large companies so much as they will serve large corporate and government clients like amazon and microsoft do today.
Prices are collapsing, data center expansion is being reduced. That’s because they already know.
The problem is they can’t afford to not play the game.