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What if the next one to get there produces a similar service for 5% less? Race to the bottom.

And would AI that is tied to some interface that provides lock-in even be qualified to be called general? I have trouble pointing my finger on it, but AGI and lock-in causes a strong dissonance in my brain. Would AGI perhaps strictly imply commodity? (assuming that more than one supplier exists)

Depending on how powerful your model is, a few tokens per second per data center would still be extraordinarily valuable. It's not out of the realm of possibility that a next generation super intelligence could be trained with a couple hundred lines of pytorch. If that's the case, a couple tokens per second per data center is a steal.

Good point. It’s 2 conditions and both have to be true : - Arrive first - Use that first arrival to innovate with your new AGI pet / overlord to stay exponentially ahead