AI enables new tools & features but in itself is not a product.
There's a good essay from Andrew Chen on this topic: Revenge of the GPT Wrappers: Defensibility in a world of commoditized AI models
"Network effects are what defended consumer products, in particular, but we will also see moats develop from the same places they came from the past decades: B2B-specific moats (workflow, compliance, security, etc), brand/UX, growth/distribution advantages, proprietary data, etc etc." [1]
Also check out the podcast with the team at Cursor/Anysphere for details into how they integrate models into workflows [2]
There's a good essay from Andrew Chen on this topic: Revenge of the GPT Wrappers: Defensibility in a world of commoditized AI models
"Network effects are what defended consumer products, in particular, but we will also see moats develop from the same places they came from the past decades: B2B-specific moats (workflow, compliance, security, etc), brand/UX, growth/distribution advantages, proprietary data, etc etc." [1]
Also check out the podcast with the team at Cursor/Anysphere for details into how they integrate models into workflows [2]
[1] https://andrewchen.substack.com/p/revenge-of-the-gpt-wrapper...
[2] https://www.youtube.com/watch?v=oFfVt3S51T4&t=1398s