i agree with this, "Enterprises will almost always pick a turnkey solution".

For now it's Anthropic. But i don't see how they can maintain this leader position when other companies can provide similar services with models good enough for 90% use cases and at way lower cost.

Anthropic so far is doing a good job building and serving frontier models, they built a nice toolset around it (the web ui, desktop and cli apps ...) but the problem is to justify their IPO price and the huge investments when their moat is so thin