Analyst: 9/10 CUA app startups are just RL training fodder for AI labs, won't capture revenue
NirantK · x · 2026-10-23
Nirant offers a bearish take on the Computer Use Agent startup wave: he expects 9 out of 10 companies building CUA apps are effectively RL environment fodder for frontier labs and won't capture any customer revenue a year out — implying their interaction data gets absorbed upstream to train stronger general agents that displace them.
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