AI model commodification is eroding labs' moats, pushing them to pursue utility clouds, frontier‑oracle R&D, or conglomerate diversification to sustain profits.
About Anthropic · Google · OpenAI · Zhipu · GLM-5.3-Flash Filed #ai #ai-coding #business-strategy #cloud-computing #generative-ai Related 9 theses on AI | Sarthak Munshi AI progress is constrained by long-task reliability, labor reallocation, cost inefficiencies of general APIs, the declining value of raw coding skills, inadequate benchmark testing, the limits of formal verification without strong specs, memory-bound local hardware advantages, the shift from data to environment-driven training, and the rising competitiveness of US open-weight models.
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Who Wins As Intelligence Commodifies? - by Rohit Krishnan