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I think as models get commoditized, that doesn't really matter. In fact, the UI is what becomes important. We can already see this with Deepseek and other Open-

I think as models get commoditized, that doesn't really matter. In fact, the UI is what becomes important. We can already see this with Deepseek and other Open-Source models.

iiJDSii 2y ago
I've heard this idea echoed quite a few times. But can anybody name a wrapper company as/more valuable than foundation model companies like OpenAI, DeepSeek, Anthropic, Mistral, etc? Only one that comes to mind is Perplexity, but they're a bit more than a wrapper startup - I think there's some hardcore engineering to get their web search product working so well.
- maeil 2y ago
  Of course there aren't any that are more valuable. But take Notion, Asana, Trello. All of them started out.. like a UI around a database. And they're plenty valuable now. More valuable than Oracle, the highest valued DB company? Maybe not, but still very much successful companies. They didn't start out with 500 integrations. I think Character.ai is already very profitable, and that's a pure wrapper.
- figure8 2y ago
  > But can anybody name a wrapper company as/more valuable than foundation model companies Ask the same question about databases. Then consider these wrapper companies: Salesforce, LinkedIn, AirBnB, Workday, ... The only database company worth more then Salesforce is Oracle. Other database companies are worth much less.