> whether you are locked into the Ant/OAI ecosystem or not

I think the problem (for Ant/OAI) is that there is no sensible lockin or moat. LLMs are essentially interchangeable and stuff like a harness doesn't offer enough value on its own for someone to be locked into using one of them.

Now with the onslaught of the Chinese models that offer almost the same quality for much less money they have a very serious problem on how to proceed. Investors now might be looking through rose tinted glasses but their patience has its limits.