When the model takes away the moat

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There has been an explosion of AI-powered products released over the past four years, with most built on top of leading foundation models. Startups, enterprise software vendors, and even large incumbents route their core intelligence through APIs from the leading AI labs, and a growing but still narrow set of open-weight alternatives.

CEO and co-founder of Boltzbit.

This arrangement has most certainly enabled a genuine burst of AI products, but it has also created a structural fragility which can be remedied through the democratization of model creation and training.

Defining a wrapper

In its simplest form, an AI wrapper is a product whose core function is an interface sitting on top of a third-party foundation model's API, with little to no proprietary technology beneath that layer.

That approach can have a short lifespan and Jasper can illustrate that. Once the standout of the AI writing boom with a $1.5 billion...

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