Uploading a a photo/file to a server does not a product make yet you referenced Dropbox and Instagram and that’s what they started out as. The UX of the AI app

Uploading a a photo/file to a server does not a product make yet you referenced Dropbox and Instagram and that’s what they started out as. The UX of the AI applications is the moat and the infrastructure providers behind those applications is pretty much always OpenAI and Anthropic at the moment because running your own open source LLMs (which are inferior out of the box) at scale is not cheap or easy to do it right - same reason most companies use cloud. Agree that once you hit super scale then you can run your own infrastructure but there are thousand of companies who won’t get that far and still need an LLM.