that’s really the single core question about the future of Generative AI - is this a new general purpose tool, where one product from one company does the work of hundreds of pieces of software from hundreds of companies, or is this a generic technology that will enable features inside products from hundreds or thousands of companies?

I lean towards the latter.

It’s easier to imagine AI turbocharging all kinds of existing tools and features than a general purpose AI platform that gets mass adoption.