You've not seen how long it takes to switch an enterprise claude subscription to github copilot or vice versa with all the compliance and shareholders

A lot of places already subscribe to both. Indeed, in large enterprises it isn’t uncommon to simultaneously subscribe to Copilot, Claude, OpenAI, Cursor, AWS Bedrock, Gemini, etc — you might subscribe to different ones for different teams/projects/employees/etc, but often the approval by legal/IT/etc is generic not scoped to whoever is using it right now

If you are charged based on usage, you can “soft switch” between them really quickly.

isn't that a problem for large enterprises?

It's a problem for the security, legal, and IT teams, but not that much for developers, unless they get really particular about their harness. On the other hand, these are the high dollar value accounts that providers want to keep; but if there's no reason to avoid switching, this market really will feel like a utility market (i.e. it'll be like switching ISPs or cell phone providers - annoying but fungible).

The AI companies want to differentiate and become something more than a commodity, even if it's as critical as a utility is.

Enterprises tend to be your largest customers. Especially when current stock values for tech companies are majority predicated on AI becoming a staple in everyday life.

[dead]