Replace AI with electricity and the argument looks very different. I think the whole industry is going the Utility route over time. When electricity or railroads or shipping containers or other similar large infrastructure-cost systems were first released the value unlocked for the smallest most profitable customers expanded consumption far more than it did for the large users at the beginning. In electricity for example: Few could have predicted data centers, or crypto, or electric cars boosting demand at the start. As soon as something becomes cheaper with scale (which is what AI companies are going for) the consumption skyrockets as tech catches up. The utility down side is obviously guaranteed monopoly eventually and potentially government involvement, or in this case possibility of AI becoming a chunk of the government as well. Especially with social media content steering votes (text generation really being a tool to steer human opinions) and power, and public funding as a result.