Your Uber/AirBnB/Wework all have physical base units with ascending costs due to inflation and theoretical economies of scale.

AI models have some GPU constraints but could easily reach a state where the cost to opperate falls and becomes relatively trivial with almost no lowerbound, for most use cases.

You are correct there is a race for marketshare. The crux in this case will be keeping it. Easy come, easy go. Models often make the worst business model.