The only way they can get lock in is with the data. Right now it’s like a return to the early Web 2.0 days where everyone had an API. You hook the harness up to Slack, Gmail, GitHub, etc. so it can do work.
And like Web 2.0 I’m sure the day will come where the walled gardens return. All the old SaaS companies are starting to charge for agentic access. Proportionally more of the AI budget will go to them instead of the model providers, who are still stuck in this price war