Access to models will trend towards zero, nobody has a moat, open weight models already exist, and inference is getting cheaper all the time.
Ultimately the value will be in the data.
We're in a window here where the data is silo'd and we can use agents to vibe code / glue it all together and create traditional apps that people will still use, but I think that window is narrow.
Eventually today's LLM providers will incorporate direct access to more data sources, and the data won't be silo'd for them - it'll all be available. And instead of third parties vibe-coding apps, the LLM companys' web UIs will become the apps that link everything together directly.
Ultimately the value will be in the data.
We're in a window here where the data is silo'd and we can use agents to vibe code / glue it all together and create traditional apps that people will still use, but I think that window is narrow.
Eventually today's LLM providers will incorporate direct access to more data sources, and the data won't be silo'd for them - it'll all be available. And instead of third parties vibe-coding apps, the LLM companys' web UIs will become the apps that link everything together directly.