Similarly, you can run local LLMs on your Google Pixel smartphone, but if you want them to be hardware accelerated using the chip that's included for that very purpose on your phone... it has to be Google's models via Google's apps. So you can't say "alright, a fast, local model which sounds great, but I want one that is trained to always run a search before answering, in a harness with good search tools for answering the kinds of practical questions I often ask", you're actually not free to put that together in a practicable way.
So there is indeed some competition here. But it's not really fair competition.