Speaking as someone who has been at professionally this since the 1980s, I suggest that while sometimes switching costs and network effects happen "organically," in this century businesses devote enormous amounts of attention to artificially building switching costs.
It's such a dirty practice that we have a four-letter word for it, a "moat." But of course, the moat isn't really to keep competitors out of a market, it's actually to keep customers trapped within it.
I fully expect every one of these AI providers to put as much work into trying to trap their customers within their ecosystem that they do to improve their capabilities.
(Since we're talking about moats and cyber-feudalism, where does siege warfare come in?)
If you believe that this will be different, why not? But for now, I'm expecting this to go the same way. Yes, LLMs are something completely new. But also, the people behind them are exactly the same as the people behind every previous land grab.
It's the end of an era. Lets pray open weight models give us a real choice soon.
In the meantime, Stonks up Anthropic. I'll always remember the good old days when you championed developers and changed what was possible.