My rough prediction here is there's going to be two types of companies:
1. Companies that are ok with basically being an API - they expose an MCP, skills, embrace your agents
2. Companies that charge a ton for API access, try to get you using their own agents,
Companies will gravitate to #
2# because being API only is scary / feels very replaceable opening opportunities for #
1# companies to replace them because they're more agent native
I don't have a good answer for what the moat is for #
1# companies but it's how I want to be using software