Let's review the most classic network effect model:
$$ V\left(A\right)\sim \left|A\right|^2 $$
The value of system A is proportional to the square of system A's size.
Because the value of each element $a\in A$ in the system is proportional to the size of system A. Taking classic social networks as an example, the value each user a can obtain is proportional to the total number of users in the network
$$ V\left(a\right) \sim \left|A\right| $$
System A has $\left|A\right|$ elements a, thus multiplying to get the square.
$$ V\left(A\right) \sim \left|A\right|V\left(a\right) \sim \left|A\right|^2 > O\left(\left|A\right|\right) $$
Because the value is greater than $O\left(\left|A\right|\right)$, a network effect exists. Due to the presence of network effects, social networks have natural monopolistic characteristics. For example, in China, there are only a few dominant social networks, namely Tencent's WeChat/QQ.
Now the question is, do AGI large models also exhibit network effects? If they do, then AGI large models will also be a naturally monopolistic industry, meaning only a few dominant AGI large models will exist in the world.
Now, considering Yoneda Lemma 米田引理, where each element in the world type will be defined by all elements in the world model, we hypothesize
$$ V\left(a\right) \sim f\left(\left|A\right|\right) $$
Further considering the economic principle of diminishing marginal utility, we hypothesize
$$ \left|A\right| \geq V\left(a\right) \geq \log\left(\left|A\right|\right) $$
System A has $\left|A\right|$ elements a, thus multiplying to get
$$ \left|A\right|^2 \geq V\left(A\right) \geq \left|A\right|\log\left(\left|A\right|\right) > O\left(\left|A\right|\right) $$
We can see that because the value is greater than $O\left(\left|A\right|\right)$, a network effect exists. We can hypothesize that AGI large models will inevitably become an oligopolistic industry.