I wonder if we'll see an Amazon sort of model, where: • vendors try a million products • a few succeed • the best products in every category are then reproduced by Amazon. where the best wrappers become base model Chat GPT

AI startups have no moat: high churn, commoditized models, and the cost of GPU is high so margins are thin. Even worse, VC-backed companies now clone the best bootstrapped ideas with growth capital.