These are powerful building blocks, they're just not the be all end all. The building blocks up stack that use these as part of a broader architecture, that shape these and many other traditional techniques in software... this is where the real value will be unlocked.

This layer itself will inevitably see its cost come down per unit of use on a long road towards commoditization. It will probably get better and better and more sophisticated but again the value will be primarily up stack, not accrued primarily from a company like this. It's not to say they couldn't be a great company... even Google is a great company that has enabled countless other companies to bloom. The myopic way people look to these one size fit all companies is just so disconnected from our economy works.