And this isn't just a matter of AI: You see all kinds of companies trying to provide value adds on top of cloud: "We will annotate DNA for you as a service!" Wh

And this isn't just a matter of AI: You see all kinds of companies trying to provide value adds on top of cloud: "We will annotate DNA for you as a service!" When all they do is dockerize the same tools their customers use, and serve as small shims for the least sophisticated customers. The moment said customer grows, they understand they can replace the vendor with less than a week of work. The people making shovels make the money by having strong profit margins, becoming a default vendor, and having a moat. Good luck doing that in AI! And my favorite counter example of selling tools is precisely docker: They built tech used everywhere... yet how much value they captured? It's tge same story all over dev tool space.