That’s one narrative.

It’s typical for the foundation to settle before building on top of it.

Additionally do agree there is immense commercial pressure.

I’m quite curious how it all shakes out across the majors. If the foundation is relatively similar then the differentiator (and what they can charge) will determine their returns on this investment.

As a user, I love the competition and the evolution.

As an investor, am curious how it shakes out.