1. Being offered a service you would pay a lot of money for is a step forward. When people pay a large amount of money for something that means they wanted the thing more than the money. The link between ChatGPT and libraries being under threat seems a bit weak too.

2. The Chinese have been investing a lot into free models, they're perfectly good and keep improving; despite the best efforts of the US. They're even ramping into making their own hardware. Gemma 4 is pretty snappy too. It doesn't seem like there is much of a moat to this, my guess is there will be perfectly good local models if you want to avoid AI companies.