For enterprise practically any SaaS gets used as one more thing to lock them into a platform they already have a relationship with (either AWS, GCP or Azure).

It's actually pretty dangerous for the industry to have this much vertical integration. Tech could end up like the car industry.

I'm aware of that. I'm an EM for a large tech company that sells multiple enterprise SaaS product.

You're right that the lock in happens because of relationships, but most big enterprise SaaS companies have relationships with multiple vendors. My company relationships with AWS, Azure, and GCP and we're currently using products from all of them in different products. Even on my specific product we're using all three.

When you've already got those relationships, the lock in is more about switching costs. The time it takes to switch, the knowledge needed to train people internally on the differences after the switch, and the actual cost of the new service vs the old one.

With AI models the time to switch from OpenAI to Gemini is negligible and there's little retraining needed. If the Google models (now or in the future) are comparable in price and do a better job than OpenAI models, I don't see where the lock in is coming from.

There isn’t much of a lock-in, and that’s part of the problem the industry is going to face. Everyone is spending gobs of money on training and if someone else creates a better one next week, the users can just swap it right in. We’re going to have another tech crash for AI companies, similar to what happened in 2001 for .coms. Some will be winners but they won’t all be.