Interesting read. Honestly I don't have enough business experience to make any conclusion. But here's one point I disagreed with.

The article states companies are pivoting towards more specialized verticals, ex. LlamaIndex is focusing on managed document parsing / OCR, which means they are going to get smaller and smaller and eventually die. I don't think just because companies are narrowing their scope means they can't have viable business. If LlamaIndex was charging $100K base price per enterprise and had 1000 customers, they are doing 100M in revenue at least, which is a very viable business.

If you are curious about this topic, maybe this is a good podcast for you :)

https://www.youtube.com/@opensourcebusiness/videos