You can almost feel bad for VCs who think that their little startups will compete in the productivity space.

Amazon, Microsoft and Apple remove all enterprise barriers to entry, no startup can even remotely compete with this. They can take your ideas and implement them far faster than previously possible, why use some ambiguous startup when you can just wait a year for the Google integrated solution.

Combine that with Google and Apple's hardware dominance, companies like Rabbit and Humane are toast. They will make an app or hardware that out competes in a year. "Teenage Engineering" is cool and all, but a vibrant orange body isn't going to compete with a vertically integrated organization with true AI resources.