> [commoditizing] their complements That's exactly what this would be. > compete with its customers businesses I suspect most of their business comes from a

> [commoditizing] their complements That's exactly what this would be. > compete with its customers businesses I suspect most of their business comes from a few massive corporate spenders, not a "long tail" of smaller businesses, so it seems like a questionable goal to disrupt those customers without a clear path to new customers. Then again, few have the resources to run this model, so I guess this just ensures that their big customers are all working with some floor in model size? Probably won't impact anything realistically.