I think there need to build these adjacent things to create lock in. I can switch between Claude, GPT and pretty much and model on OpenRouter in little time, especially for dev work. With all of these being weeks apart in progress on the models and open-weight models seemingly getting closer and closer there is almost no moat. Without a moat they cannot charge high prices - it's a commodity. Having lots of my data in their system and having other exclusinve features like Claude Design or Whiteboard and what not, they create something that I cannot keep if I switch to a different vendor for a cheaper model.