This seems correct to me. I'm unusually appreciative of vertical integration (life-long Apple user, etc.), and I can already feel the vendor lock-in tightening. I have no need for anything other than my ChatGPT subscription, and adding other tools appears to offer marginal gain at double the cost.

This type of bundling appears to be one of the strongest forces in the economy today, and I think comes about consistently due to a confluence of efficiencies of scale, coordination, and second-order effects of prestige (being able to hire and pay large numbers of outlier high performing employees, etc.)

I've learned not to bet against it, except in niche areas.