It's that OpenAI is investing tens of billions of dollars in shovels and others, like deepseek, are open sourcing equivalently good shovels. The vertical speci

It's that OpenAI is investing tens of billions of dollars in shovels and others, like deepseek, are open sourcing equivalently good shovels. The vertical specific companies, though, are harder to clone as the invest in the product offering around/on top of AI