How much are we going to pay for "AI kits" once the DRAM shortage is over? Will we be able to run a local model equivalent to the current AI frontier in sub $1000 hardware, even if dedicated, in 5 years?
Yeeeeep. There is no moat at the moment. AI companies are trying to dig one as fast as they possibly can. Either through passing laws to prevent local inference ("It's too dangerous! We need to control it") or by creating/limiting possible integrations (locking down OS/hardware, APIs/MCPs that only work with Claude/ChatGPT, etc).
Open, cheap & good enough will win the race.