Pedro Domingos: LLMs are being commoditized, making OpenAI and Anthropic worth nearly zero

pmddomingos · x · 2026-09-13

Noted ML researcher Pedro Domingos claims that what OpenAI and Anthropic don't want you to know is that LLMs are well on their way to being commoditized—making their purveyors worth approximately zero. It's a pointed challenge to the moats underpinning the leading labs' valuations, directly opposing the mainstream narrative of durable model differentiation and ecosystem lock-in.

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