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Alternatively, would someone not having a stake in LLM business have an incentive to disparage LLMs?

Lol that makes zero sense - not having a stake in something is literally the definition of not having an incentive.

Not having a stake in something currently rocketing up in value is certainly a cause for FOMO and / or incentive to disparage it.

Lots of people have a stake in disparaging AI. That's why there are so many low quality anti-LLM comments on HN lately