It's turning out to be a commodity product. Commodity products are a race to the bottom on price. That's how this AI bubble will burst. The investments can't possibly show the ROIs envisioned.

As an LLM I use whatever is free/cheapest. Why pay for ChatGPT if Copilot comes with my office subscription? It does the same thing. If not I use Deepseek or Qwen and get very similar results.

Yes if you're a developer on Claude Code et al I get a point. But that's few people. The mass market is just using chat LLMs and those are nothing but a commodity. It's like jumping from Siri to Alexa to whatever the Google thing is called. There are differences but they're too small to be meaningful for the average user