Fair. Too strong a statement.

But much like Ben's point that commoditization is a relatively novel concept to many in tech, it's not the consumer AI applications at risk of commoditization. They have distribution there.

It's the literally millions of engineers who are updating codebases with tools replacing workers partially or wholly. It's the supply-side where there's compression, and no need for distribution.

I would argue, given the enormity of the existing SaaS stack and how it integrates with the human machinery of personnel, that's where volume is. And that is clearly cheaper and a home run.

Commoditizing a ~$100B AI consumer market is no small feat. Commoditizing 20% of the $500B SaaS market, to say nothing of the underlying systems in the who-knows-how-many trillions "Big Tech" market (you're obligated to say that like the Kool Aid man), is shocking.