being "against something" creates an identity related to the thing you are against. you end up thinking and speaking about the thing you are against much more than if you can develop indifference towards it.
AI companies have no network effects
even the hardware providers with proprietary programming languages such as CUDA have zero network effects -- with LLMs, you could easily translate between one programming, language and another
you can easily take your data, your code, and your text files and move to another service provider and use a different LLM
imagine investing in an entire ecosystem with zero moat and high valuations
anyone buying physical silver is a fool, but may not know you are a fool until you try and sell it.
silver brokers are happy to sell you silver but don't want to buy it from you.
