What do you mean about vendor lock-in? I haven’t yet seen any meaningful barriers to switching between different companies’ coding agents. Are you talking about AI market lock-in and not vendor-specific lock-in?

> these loss making AI companies will eventually need to recoup

This is true, and while AI spend continues to rise, I’m starting to think once the dust settles and the true costs emerge and stable profits are achieved, that it may be expensive enough that it’s a limiting force.