good observation! however, I'd argue it's the distribution channel and installation friction did the job in the cases you mentioned.
given how easy it's to replace LLM API in claude code, and how easy it is to write a claude code clone with itself (Fable is pretty good!), the collapse is coming.
given how easy it's to replace LLM API in claude code, and how easy it is to write a claude code clone with itself (Fable is pretty good!), the collapse is coming.