In 2005, most companies hosted their own email servers. By 2015, almost none did. Gmail and Exchange Online won because the economics were undeniable — hosting your own mail server is expensive, painful, and provides zero competitive advantage. Everyone assumed AI would follow the same trajectory. That OpenAI, Anthropic, and Google would become the Gmail of intelligence — ubiquitous, cheap enough, good enough — and nobody would ever need to run their own model. That assumptio