Has this become just a commodity war, or are there major sustainably exclusive technology/IP advantages that define the competition (e.g. processor, hypervisor,

Has this become just a commodity war, or are there major sustainably exclusive technology/IP advantages that define the competition (e.g. processor, hypervisor, database, CDN, OS license)? It seems like third-party suppliers are chipping away at leads in each of these. Is UX or lock-in a significant differentiatior? What is it that defines this business?