You are correct - if a workflow/agent company starts bundling data and API access - they'll multiplicatively increase the capability of their agents. LLMs them

You are correct - if a workflow/agent company starts bundling data and API access - they'll multiplicatively increase the capability of their agents. LLMs themselves are becoming a commodity, plus or minus prompt-following/format-following growing pains. In a year or two, we'll have pretty decent general LLMs that can make use of databases and tools/APIs. It's a race to see who can integrate all these things in a good way. It really is an execution problem, not an idea problem - it's so obvious.