The AI commoditization endgame is playing out exactly as predicted, but watching Big Tech wage war at this scale is still wild.

Consumer side: X vs Instagram battling for AI-powered engagement.
Enterprise side: Microsoft vs Salesforce vs Google vs AWS in full distribution mode.

Meanwhile, model-only companies are getting pushed to the sidelines. They're not irrelevant yet, but they're no longer at the center of the war. Distribution and infrastructure are eating pure model plays for breakfast.