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So, I gather that 'agentic' use cases is the term for coding and less content related prompting use, and doing that well, is where we are moving to.
Instead of employing a creative marketing and digital infrastructure team to conceptualize and brand your ideas, you will get that through these huge data centres AAS, removing the need for humans to interact with each other.
It reminds me of store signage in communist countries that have garish photorealistic imagery coupled with generic type. In terms of a product, you just get a rehashed version of something that has been done somewhere else. Like wordpress, blogspot was a fairly useful way to self-publish, I suppose there are limited advantages. We can now create our own apps and impliment limited programming ideas.
I suspect the value in larger technological marvels are not just the engineering side of them but also the physical inffrastructure and ancillary services that support them.
To answer your question, like Prusa or some 3D printing company created a product that allows you to build more precise and useful models than you could with Lego bricks, there's a first mover advantage into being able to monitize and sell your own data back to you AAS.
The commodification of everything will only be completed when all human information has a digital doppelgänger, and we squeeze out the last remaining utility of it.
My question would be, do we make that data open data or not?