I absolutely think AI will be/has been comoditised. The real value is in integrations and being able to draw in the right context, cleanly, to get the right out

I absolutely think AI will be/has been comoditised. The real value is in integrations and being able to draw in the right context, cleanly, to get the right outputs. This is something where Google, Microsoft, and Apple, will really be able to dominate. Lots of businesses I've seen have already been using copilot for asking questions about their entire sharepoint library. The underlying model I expect could quite easily be gpt5, Claude, or even DS R1 without anyone really caring or noticing.