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The big lab revenue may not be catchable, but im not sure it needs to be.

If they can carve out a niche of industrial and governmental partners who rely on them for sovereignty reasons, it may be enough.

I completely agree, I think AI is a vast ecosystem will all kinds of profitable niches and sub-markets.

It's an open question as to whether or not superintelligence will create a monopoly/duopoly. My opinion is that it will.