Opinion: Many companies' only alpha is ops efficiency, rest can be taken by AI labs
gaganghotra_ · x · 2026-08-27
Gagan Ghotra observed that the only 'alpha' many companies have is their operational efficiency, suggesting that the rest of their business functions could essentially be taken over by Anthropic or OpenAI. This highlights the competitive pressure application-layer companies face and the risk of disruption by foundational model vendors.
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