"Most companies seem to still be in denial about it, and hope that if they add some more AI into their product, or do it just right, it will make sense. But it won't. AI is destined to sit on the outside, and products to be reduced into a bag of tools for AI to call."

Missing a lot of nuance.

It can both be true that a newcomer figures out an experience in which the tooling sits behind the scenes and has figured out various competitive advantages that may even result in monopoly.

Your posts carry an arrogant tint - check yourself.