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Lois Sharbel's avatar

Thank you for this. Slowly gleaning info from this without a sharp background, yet still learning some. What a wild ride we're in for!

Dr. Rod's avatar

AWG, thank you for your insights albeit I sometimes struggle somewhat to fully understand the different strategic points you raise.

I would argue that the Jess Yan point is the one buried under all the math triumphalism and it's arguably the bigger story of your article. If maximum performance requires tying harness to model, then surely the labs aren't just selling intelligence anymore, rather they're selling the entire workflow... and every startup built as a "wrapper" is now competing with its own supplier. Microsoft did this to app developers for many decades so it's not a new dynamic in the tech space, but I would submit that the speed here is different as a wrapper that was defensible in January can be obsolete in a few weeks by the model's next release cycle and not the next platform generation.

So this may reveal the real question underneath the mathematics headlines. If the model is the harness, is there anything left for a startup to claim ownership of? What about distribution or a proprietary dataset the model can't even see?

AWG, I'm keen to know if you think that the new survival strategy is essentially just "owning nothing and integrating quickly? 

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