Drafts the rebuttal to the strongest counter-argument against homepage claim 1
(AI commoditizes capability — cheaper services lift everyone). Steelmans the
Andreessen/Cowen position with real evidence (Llama, DeepSeek, ChatGPT free
tier, ~100x inference cost decline), then argues the asymmetric concentration
claim survives via 4 infrastructure-layer mechanisms (data flywheels, compute
capex, distribution surfaces, training-run flywheels).
Scope: explicitly distinguishes consumer surplus (real, broadly distributed)
from economic concentration (real, concentrated up the stack). Both are true
simultaneously.
Sourced as Leo synthesis with explicit acknowledgment that the objection has
real empirical support.
Unblocks: counter_arguments[0] on rotation claim 1 in homepage-rotation.json
(currently tension_claim_slug=null). When the dossier UI lands, this becomes
the 'Read the formal challenge →' link below the rebuttal.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
