Users perceiving the products as largely interchangeable and quickly DDoS'ing the other providers when one is down. So much for the possibility of a moat.
I have a feeling this is part of it, especially when you consider how many services let you use any of many available AI providers.
Except that nobody has a grok subscription so that makes zero sense.
This is like the Bronze Age collapse when city-states fell one by one to displaced demand, under the refugee interpretation of the Sea Peoples.