‘Selling coffee beans to Starbucks’ – how the AI boom could leave AI’s biggest companies behind
How much do foundation models matter? It might seem like a silly question, but it’s come up a lot in my conversations with AI startups, which are increasingly comfortable with businesses that used to be dismissed as “GPT wrappers,” or companies that build interfaces on top of existing AI models like ChatGPT. These days, startup teams are focused on customizing AI models for specific tasks and interface work, and see the foundation model as a commodity that can be swapped in and out as necessary