And a big moat is going to be safety... and specifically configuration of safety. Wouldn't be surprised at all if the major API-based vendors start leaning in

And a big moat is going to be safety... and specifically configuration of safety. Wouldn't be surprised at all if the major API-based vendors start leaning in on making their safety config proprietary. If a business has already sunk XXXX hours into ensuring a model meets their safety criteria for public-facing use, they'd rather upgrade to a newer model from the same vendor that guarantees portability of that, versus having to reinvest and recertify. Ergo, the AI PaaS that dominate at the beginning will likely continue to dominate.