Open AI will be the loser in the end as all AI becomes like internet providers or cell phone providers

In the final days all of the major AI players will be able to offer the same services. And, the consumer always wins. It will be a price war. Meta, Alphabet, Microsoft, Apple, Amazon, Xia/Tesla all offer something else to make money off and will win the price war for pure play AI as it turns into a commodity like access to the internet

I will add that in the end everything gets commoditized unless you have monopoly power. With the hyperscalers, China, India, and smaller US operations doing it you can switch and churn in an out of each of the AI chatbots. Again the consumer always wins.

And, the power needs 10GW for stargate is insane, we are talking 100s of millions of dollars for electricity if not more since they will have to subsidize the build out. Cooling is another massive cost. How will they make money charging people $200 per month. There will be a price war as they will have to charge closer to $2000 per month but then Apple will come out with its in phone AI that doesnt touch the cloud as much for an extra $400 and these hyperscalers will pull there hair out.

As for the stocks they will work near term but irrational exuberance always ends badly. CNBC and Bloomberg dont even understand AI's business model but its all they talk about.