>Is this not consensus yet that people in the model layer are fighting commoditization and so-called wrappers have all the moats?
Yes. It will become a duopoly, where the leading frontier model holds >90% market share, and most useful products will be built around it. With the remaining 10% being made up by large portions of the other big vendors, and then everyone else for niche cases.
The idea of picking and choosing between individual models for each specific use case is going away rapidly as the top ones pull away from the pack, and inference prices are falling exponentially.
Yes. It will become a duopoly, where the leading frontier model holds >90% market share, and most useful products will be built around it. With the remaining 10% being made up by large portions of the other big vendors, and then everyone else for niche cases.
The idea of picking and choosing between individual models for each specific use case is going away rapidly as the top ones pull away from the pack, and inference prices are falling exponentially.