Re:OpenAI's cash burn will be one of the big bubble question...
by visarga on Wednesday December 31, 2025 @07:22AM
(#46443537)
A generic wrapper is not a moat, but the context is. Both the LLM provider and the wrapper provider depend on local context for task activities. The value flows to the context, the LLMs and wrappers are commodities. Who sets the prompts stands to benefit, not who serves AI services.
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