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Their moat is cash to pay politicians to regulate away competition.
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> you may not want your org to be held hostage by OpenAI / Anthropic

Or Google. I'm working with multiple customers right now that are very pissed at Google for deprecating Gemini 2.5 Flash, canning the GA release of 3.0 Flash and now have to decide whether to bite the bullet of the 5x price increase for 3.5 Flash or switching providers. Quite a few of them will likely fully pivot to open models.

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I'd be curious if any of your customers have tried 3.1 Flash Lite. It's cheaper than 2.5 Flash, and in my experience with the free tier, quite an upgrade in terms of quality of response. My suspicion is that Google is killing off the old models because they aren't a good value for the customer or for themselves.
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I think they are racing because the first ASI will 'win', preventing others, of course we won't be able to bake the right goals into it though.
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i dont think its going to automatically prevent others. super claude might understand why diversity is important. if were talking sci fi scenarios the most likely one is probably overwatch (multiple independent ais with gray ethics and complicated relationships) more than skynet.
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