Amazon has the world on lockdown though as the best place to buy stuff and get almost anything to my house in a day or so. I can use any AI model out there at ever decreasing razor thin margins and there is no moat or lock in at all. Nor do most people even need AI. I’ve certainly never and would never pay for AI anything. Anthropic is basically in the paper business, AI is a commodity at best, but maybe worse, because people actually need paper.