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> Then advantage: Facebook (I refuse to call it Meta), Google and Twitter, because they have other ways of making money.
Really depends on who is funding the company.
It's a game of chicken: whoever stops spending money first loses. So the VCs that are pumping money into it will keep pumping money into it. The businesses you have named are not going to endanger their other more lucrative products to stay in the game. Google and Facebook have the cash, Microsoft is always willing to throw good money after bad. If I were betting, I'd say Microsoft wins this round. Facebook isn't really in this game: they keep dumping free models on the public in order to get the other companies to spend more money on AI and neglect the areas where Facebook actually wants to compete.