My feeling too. The foundation models and harnesses are commoditizing eventually because there's no stickiness nor algorithmic supersecrets.

Right... I've got this at home already

That's what everybody is excited about; being able to write whatever they want. They just say 'Make a clone of Foo' and hey presto! The next step is to share your fabulous creation with the world. Lo, and behold, it looks just like Foo!