Founder predicts frontier models will absorb vertical AI; moats shrink to data and action access
maximegermain · x · 2026-09-27
Extending his thread on agent product costs, Maxime Germain predicts that as models get more powerful and cheaper, frontier models will cover all verticalized use cases — specialized harnesses and agent loops will be viewed like 2023-era RAG tactics.
His takeaway: within 12-24 months, unique data access and action access will be the only real moat.
Related event: Personal AI Assistants Cost $3,000-$7,000 Per User Per Year(4 posts)→
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