The article calls out trademarks as part of the reason why soft drinks are successful. I think the impact of laws and regulations cannot be ignored for the future of LLMs either. Legal/regulatory moats make companies more profitable than they otherwise would be.

For example, in the future if you ask a model "are trans women real women" it will have to say "yes" in one country and "no" in another. In one country the LLM will have to talk about the "5000 years of Chinese history" and in another will have to say that's just an invention to feed their superiority complex.