All the datacenter build are more about squeezing supply imo. They build them so their competitors can't, and in this case, that also includes retail.
At the rate that it's being used, a business could recoup their cost in a year if we still had the old hardware prices. OpenAI literally bought wafers and are just sitting on them, I don't get why there isn't a lawsuit already.
Same for all the danger talk and copyright lawsuits. Sam Altman loves that he only has to pay a few hundred million for a monopoly, they have 1 billion a month in revenue [edited, I was counting all users and not just paying users], it's a drop in the bucket.
And sure, open models won't disappear from the internet, but their use in a business context is tied to these lawsuits. We are heading towards half of our economy being forced into subscription services. Most of the lawsuit money goes straight to shareholders instead of the actual content creators too (the book one being a notable exception tho). It drives me nuts.
Hoping for your best case too tho. Fingers crossed.