When you spend a lot of time working with a model, you probably start developing a "relationship" with it. You know how to describe things, what to expect. The model has learned your preferences. I don't think I will be jumping from model to another just like that. Not at least to save a few bucks on monthly fees.

For more generic AI it won't be just about the models. It's also about access to data. Everybody is closing the gates to content. xAI is in interesting position because they have all the data in X. X is great source when you want to know what is happening in the world. And they have also a deal with Telegram (although I'm not sure to what data they can access).

And even if the models become commodity, I don't think they will be worthless. Plenty of companies make big money on selling commodities. If AI delivers, selling access to the models should be a business opportunity of the century. Even if margins would be low, the business will be huge and infinitely scalable.