The cost to use large language models will come down with multiple, comparable offerings hitting the market. “OpenAI has a very clear lead,” George Sivulka, founder of Hebbia AI, told me. “But others will undercut them in pricing or customizability, and the majority of value will not be accrued in the large language model layer.” Infrastructure companies like NVIDIA will cash in while model developers compete on price. That’s one reason OpenAI is so fixated on achieving artificial general intelligence. “Their bet is on reaching AGI that finds a better way to make money,” Sivulka said.