Indeed, it was clear from the beginning, "AI" companies want to become infrastructure and a critical dependency for businesses, so they can capture the market and charge whatever they want. They will have all the capital and data needed to eventually swallow those businesses too, or more likely sell it to anyone who wants the competitive advantage.
This is the “Building my entire livelihood on Facebook, oh no what?” all over again.
Oh no sorry I forgot, your laptops LLM can draw a potato, let me invest in you.