All In clip says frontier AI companies will have to sell applications, not just APIs
PTrubey · x · 2026-07-26
A clip from All In argues frontier AI companies will ultimately have to move into end-user applications instead of merely exposing models through APIs.
The post also touches on open source models, Chinese competition, Anthropic and OpenAI IPOs, and AI regulation. The main thesis is that the most valuable frontier capabilities will be embedded inside targeted applications, with drug discovery cited as an example of a model company keeping the value internally rather than renting it out via API.
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