Opinion: AI Models Won't Commoditize, Value Will Shift to New Firms
curious_vii · x · 2026-08-05
The author argues that AI models are unlikely to be fully commoditized, with OpenAI and others potentially forming a dynamic duopoly for decades.
In the long run, existing enterprises, despite their current capital advantage, are like "coal plants in the early age of electricity." True value will accrue to new firms built with novel organizational layouts, incentives, and contractual forms, which is where focus should lie.
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