>I agree in AI models becoming commodities over time as has been seen with Stable Diffusion essentially disrupting the entire business model of paid image generation like Dall-E and Midjourney.

Ehhhhhhhhhh

So the basic technology to make an ok model, yes. But it's quite possible that 'machine learning rockstars', especially if they get recursive self improvement to work, will be able to make models that have a 'moat' around them. Even if it's just because it costs 500m to train it and 500m to buy the data.

Then they can sell services that are measurably better than the competition...or hiring humans...

That sounds like a license to print money to me.