Only in a monopoly situation. If you have several companies with comparable models you can easily switch between, all desperate for revenue to recoup their massive capex. you’re fine.

Training AI models is a natural monopoly.

But OpenAI has spent too much capital on their models and not balanced that with pragmatic product development.

They’re never gonna recover their investment and eventually their partners will run away.

The GPT models are not a moat.

Can I get more details on your capital calculations?