The idea that intelligence will be commoditized is completely counterintuitive.
It comes from the belief that it can’t exceed our own. This is almost certainly not true at the limit. There will likely by many super intelligences like we see life in the wild
No, it comes from the idea that the intelligence each company offers at any time will be undistinguishable. Sure some models will temporarily pull ahead, but others will quickly catch up and the intelligence difference won’t matter enough too convince anyone to switch on its own.
Maybe. Its been pretty true so far though. A singularity is possible of course, but it's also possible that intelligence explosions dont happen, progress is relatively linear, and no one is able to pull ahead long term. If the true bottleneck is hardware it's difficult for me to see how intelligence doesnt become a commodity.