Their technical moat is already gone. Their remaining moat is basically captured developer mindshare/inertia. That is important, but given how easy it is to sw

Their technical moat is already gone. Their remaining moat is basically captured developer mindshare/inertia. That is important, but given how easy it is to swap out back-end models, and how good other models are - ultimately cost is going to win. And it's currently a race to the bottom in pricing.