Is it simply a couple of billionaires eager to pull tricks like Adobe did when they cut an entire country off from access and use of Adobe-software, just for the thrill of it? Or is there actually some plausible future benefit or a specific outcome they have in their minds, and am I (or are we) too ignorant to be able to see anything worthwhile in their direction?
Why allow the sale of personal computing-devices in the first place, if you don't want people to decide which instructions they want to feed to it's processor? Right now they may be slowing down many processes, both computational and mental, wasting lots of time and making everybody hate subscription-models more and more every minute... what is it they really hope to accomplish, apart from pissing everybody off?
Artificial lock-in simply doesn't work in the long run: the incentive structures will always motivate customers to cut out middlemen, and peripheral markets to develop around providing the tools for doing exactly that. Anthropic and OpenAI may well end up being the Data General and Honeywell of our era.
The greatest risk to this is the possibility of political intervention creating artificial hurdles that prevents decentralized AI from challenging the big players. With than in mind, it's worthwhile to subject every proposal to regulate AI to intense scrutiny.