I'm curious - why for now? This stuff is practically commoditized. Trying to think of anything that ever successfully got back into proprietary land from there.
It doesn't look commoditized to me, it looks subsidized. It looks like everyone is trying to be "the one" and running as competitively as possible until the others fail. Commoditized would imply these services are all going to mellow into a stable state and mostly compete on price. I don't think that's happening. These aren't paper clips, they are courting governments and trying to pull the ladder up behind them. That's why both Anthropic and OpenAI are preaching doomsday and trying to build a moat with regulations.
The thing is that AI is still more akin to a glorified autocomplete than something that can really supersede your skills. Proprietary model suppliers are constantly trying to obscure this basic underlying fact, without much success (much of the unpredictable shifts you see in proprietary AI behavior ultimately boils down to this); so it becomes far more crystal-clear when using open models that really are a pure commodity.