No, it's a confession they have no moat other than trying to hold onto the best model for a given use case.

I find that competitive edge unlikely to last meaningfully in the long term, but this is still a contrarian view.

More recently, people have started to wise up to the view that the value is in the application layer

https://www.iconiqcapital.com/growth/reports/2026-state-of-a...

But if more users use your service you get an advantage. Letting the users chose their tool for that would be a good thing.