There are a ton of companies that are basically a wrapper around GPT-4 with some minimal amount of application code. These folks can create impressive demos that wow minimally informed investors, but the reality is that if it took a few weeks to make there's no defensibility.
I see the profits in the current AI hype cycle going to the leading foundational model company (why pay for the 2nd best?) and the companies that already own customer relationships and integrate AI into their existing products (Microsoft, Adobe, Autodesk, etc).
I see the profits in the current AI hype cycle going to the leading foundational model company (why pay for the 2nd best?) and the companies that already own customer relationships and integrate AI into their existing products (Microsoft, Adobe, Autodesk, etc).