This feels similar to every web 1.0 company needing to build on Oracle. Oracle was the only "frontier" option at scale. By the 2010s, every new company was built on Postgres instead. Supabase and Neon eventually came in to productize it. Feeling this already with models. We're moving some workloads to open source (US hosted) models and are getting 5x the margin + data sovereignty/independence already... and the quality feels very similar.