The commodification of general purpose AI models was fairly obvious given that all the training data is accessible to anyone.

The real "black swan" will hit when the market realises that China will be able to prevent access to high quality labelled video data from factories that will result in their moat on robotics. The West has de-industrialised too much and won't have enough data to train their robots with.

I don't like any of it, but seems inevitable.