Yeah, it’s an interesting one. I think inertia and expectations at this point? I don’t think the big labs anticipated how low the model switching costs would be and how quickly their leads would be eroded (by each other and the upstarts)

They are developing their moats with the platform tooling around it right now though. Look at Anthropic with Routines and OpenAI with Agents. Drop that capability in to a business with loose controls and suddenly you have a very sticky product with high switching costs. Meanwhile if you stick with purely the ‘chat’ use cases, even Cowork and scheduled tasks, you maintain portability.