On the margin people are more worried than they should be about the “AI wrapper” question. The gap between a base model and integrating intro a critical business workflow tends to be pretty wide. Most enterprises will need highly tuned agents with a high degree of domain understanding, tool use, proprietary data from that industry, and access to internal data. Then they’ll need implementation hand-holding, support that is tailored to that use-case, integrations with the ecosystem partners of that industry or workflow, and so on. Given all this, there’s actually plenty of room to build on top of models. The key is to pick the use-cases wisely. Generic chat is obviously a dominated market. Coding is clearly going to be a battle of epic proportions. Yes there will be a few of these. But there are near infinite niches and verticals - or even specific workflows in large horizontal markets - that labs aren’t going to go after, and that they are highly incentivized for partners to win in.