Our clients do indeed see multi-cloud as a nice-to-have, but it costs so much more to do, and the big clouds are so trusted, that it's rare that I see it.

On the other hand, nobody trusts the big AI companies not to pull shenanigans or dramatically raise prices... or even be in business in five years.

I think openrouter is well on its way to being "big cloud". OpenAI/Anthropic not so much, at least as long as they bet the farm on incremental quality advances.