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The two ways that large language models will win “If you are a model provider, you are basically looking to dominate the platform era and get really good at selling inference. Or you want to move up to become an application-layer company that has really good models. Anthropic seems...

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Harry Stebbings

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21,230 Aufrufe • vor 13 Tagen •via X (Twitter)

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Profilbild von FoundrsPOV
FoundrsPOVvor 12 Tagen

Inference = volume, low margins. Apps = high margins, model risk. Anthropic chose apps. OpenAI is hedging both. Winners will own the harness, not the model.

Profilbild von suqitah
suqitahvor 13 Tagen

openai dipping toes in both usually just means neither team has a clear budget yet

Profilbild von YonLe
YonLevor 12 Tagen

Application layer only wins with tight workflow integration, not by bolting good models onto existing apps.

Profilbild von Phil Hie
Phil Hievor 13 Tagen

distribution through apps people already open, that is the whole answer

Profilbild von Ryan Edkins
Ryan Edkinsvor 13 Tagen

Renting a good model is easy, building the workflow people actually trust it to run is the part that makes an application layer company defensible.

Profilbild von AmixTech
AmixTechvor 13 Tagen

@MaxMoralesChile

Profilbild von Priyanshu Bhati
Priyanshu Bhativor 12 Tagen

selling inference is a race to the bottom. app layer is where the real moat is.

Profilbild von Jeff James Martin
Jeff James Martinvor 12 Tagen

The interesting question is whether you can really win at both for long. Platform and application businesses create very different priorities, teams and operating models. At some point, strategy has to create enough clarity that the organization knows which game it’s actually playing.

Profilbild von Abdul Wasey
Abdul Waseyvor 13 Tagen

the binary is already collapsing. inference is a commodity race, prices drop every quarter, so margin and lock-in live in the app layer. but app-only means a competitor sets your COGS. both labs figured it out: claude code and chatgpt are the pricing umbrella over commoditized inference. you need both.

Profilbild von Matt Teixeira
Matt Teixeiravor 13 Tagen

There’s so much opportunity for AI companies to get better at selling inference and enabling companies to fine tune, post-train, etc. Yet, they just want to keep shipping general UI to work with general models.

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