Could be marketplace/integrations. If someone comes out as a leader in price/product research and has exclusive access to APIs (think airlines, Amazon, movie th

Could be marketplace/integrations. If someone comes out as a leader in price/product research and has exclusive access to APIs (think airlines, Amazon, movie theatres, etc) then the use case for that llm is unique and moat’d heavily. IMO the current llms try to be everything, but that is an early internet (or non-American) idea. AOL, Yahoo, Elon Musk, etc all want to be the single place for everything. Yes it exists in India and China to some degree, but generally doesn’t seem to exist in the US. Why would llms be different? I could use the best ai agent for task A (coding at work) and the best for task B (content/social feed delivery at home). Is it likely openai can have Tik-tok level social algos and Claude level coding algos in the same product? Maybe, but more than likely not.