@Pappenheider It's about prices leveling off quickly. If every company uses Google's AI, every company will make roughly the same cost savings or profits. From then on, everything settles back to normal. Therefore, you only earn money with AI if you are unique (own data or own AI). In the case of competition, this is reversed due to the price war.
@cashwithhead If you assume that only very few companies write their own Ki models or have good data sets, then this is the case.
If your conviction is that every company has a model with special data, then profits will also increase significantly in the long term. It's just a question of faith