Models Won't Capture Value, Just Like Postgres Didn't—Supabase Did
Pavel_Asparagus · x · 2026-11-12
The author draws an analogy: just as Postgres itself captured little value while the managed-service layer (Supabase) built a substantial valuation on top of it, AI models similarly won't accrue most of the value—that will flow to products and services built on top. A concise take on the "models commoditize, apps capture value" thesis.
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