Agreed. I think the Chinese labs are proving that OpenAI and Anthropic don't have a moat in almost every aspect, especially pricing. I also think people are getting annoyed with the constant lift and shift. I've seen more folks drop Claude Code and Codex, specifically, because of the lock-in it provides the providers. I'm curious to see how people standardize on tooling adjacent and if Anthropic, Google or OAI move to block utilization akin to the games Anthropic has been playing as of late.

I think the end game is routed model usage and SLMs. I think Apple is going to prove this in the consumer space pretty handily and I'm curious how the Android ecosystem responds since the hardware is considerably lacking in model performance. I think Apple has a huge opportunity here, as much as I don't like their current ecosystem of walled garden. They did position themselves very well with ARM and custom chips for their hardware. Hopefully the broader ecosystem of ARM and Linux are able to make some headway and we see a more formalized, and broadly accepted, architecture to capitalize on.