Here is a different take. The GenAI is just another revenue stream for big players with scale or resources. At work, I was tasked with building some magical ag

Here is a different take. The GenAI is just another revenue stream for big players with scale or resources. At work, I was tasked with building some magical agentic stuff, working on it for a while, I realized that, HN shouts, oAI/xAI/Google/Amazon/Anthropic have no moats, there are oss models available. The actual fact is, the moat is the access to scale of resources(GPUs, power infra, network), which is very difficult to build for random joe's startup. You must always rent a model access from one of these players(even OpenRouter delegates), and that is the exact moat. GenAI solves problems of having more generalized solutions, so instead of a super customized secret sauce solutions for your product as competitive edge, you now build magic prompts for GenAI to take the same input and hopefully with enough GenAI ingesting the same data and coming to consensus, you get a reasonably useful output that previously your custom solution was capable of. Since you no longer have a custom solution, you now pay off the GenAI operators(the real moat of GenAI for all operators hosting it). In the process,you also sacrifice your competitive edge of that super secret IP and relying heavily on GenAI prompting correctly and numerous verification in each step with enough automation, which of course again costs money. GenAI is the new hammer of visionary leadership and executives (a hefty amount of money has been burned to campaign and PR to convince these people) to use it everywhere, so the operators can ensure that they make some profit from the amount of money they sank on it. If you super impose the "AI" of current year to "Apps" in 201x era, where everything must have an "app", you'll suddenly realize that we've seen the same before and of course most apps need cloud... and as clouds have costs, apps became more subscription model instead of previous 200x era buy once, use forever.