I would agree with this and also say that it's been clear this is true for at least a year. Innovations like Deepseek may not have been around a year ago, but it was very clear that "AI" is actually information retrieval and transformation, that the chat UI had limited applicability (nobody wants to "chat with their documents"), and that those who could shape the tech to match use cases would be the ones capturing the value. Just as SaaS uses databases, but creates and captures value by shaping the database to the particular use case.