NAME_1, I feel stupid. I don't get this sentence and specifically the use of arbitrage:

Why does this matter? This should serve as a warning to other companies seeking to launch their own AI product to stay relevant or innovative during this time. As NAME_2 put it, so many AI products "are basically thin wrappers seeking to arbitrage LLM pricing, with virtually no differentiation or competitive moat." Write your response with exactly 6 paragraphs, separated with the markdown divider: ***.
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