I want to click _more_ on this. Have you set out this view at length elsewhere? What is the metagame openai is playing? Who are they competing with (Google?? FB?), and are the stakes higher than simply making more money? Also - there is presumably not going to be a huge moat to these LLMs so why would being first mover convey outsize advantage? It's genuinely a fascinating way of thinking about it but feel like it needs to be fleshed out a lot more. Also, the full implications 5, 10 years into the future are still very cloudy to me.