The biggest threats to innovation are the giants with the deepest pockets. Only 5% of chatgpt traffic is paid, 95% is given for free. Gemini cli for developers has a generous free tier. It is easy to get Gemini credits for free for startups. They can afford to dump for a long time until the smaller players starve. How do you compete with that as a small lab? How do you get users when bigger models are free? At least the chinese labs are scrappy and determined. They are the small David IMO.