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> Same as anything with low margin: Viable competition and low switching costs.

So why didn't this happen to AWS?

High switching cost.

Now do Google

Advantages: Lowest inference cost due to scale, experience, advanced datacenters and custom chips. Huge customer base. AI automation will make it much easier to switch from AWS to GCP. Serious organization that doesn't let it's product unknowingly hack companies.

Disadvantages: Top model is slightly behind the frontier for now. Bias against using their products because it's not cool/trendy.

Their big disadvantage is their terrible, no-good, awful product management (which has always been their issue).

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