yes because they are building things everyone is aware that it needs to be build.

The differentiation, experimentation etc. comes after.

It's funny because it can also just be recreated yourself extremely easily.

My feeling too. The foundation models and harnesses are commoditizing eventually because there's no stickiness nor algorithmic supersecrets.

Right... I've got this at home already

That's what everybody is excited about; being able to write whatever they want. They just say 'Make a clone of Foo' and hey presto! The next step is to share your fabulous creation with the world. Lo, and behold, it looks just like Foo!