> I want a commodity, I want a provider, not a platform

That is exactly what the big LLM providers are trying to prevent. Them being only commodity providers might lead them to be easily replaced, and will likely lead to lower margins compared to "full feature" enterprise solutions. Switching LLM API provider is next to no work the moment a competitor is slightly cheaper/better.

Full solutions are more "sticky", harder to replace, and can be sold at higher prices.