Metadata
- Author: Andrew Chen
- Full Title:: (24) Revenge of the GPT Wrappers: Defensibility in a World of Commoditized AI Models Revenge of the GPT Wrappers: Defensibility in a World of Commoditized AI Models
- Category:: 🗞️Articles
- Document Tags:: Foundation Models,
- URL:: https://andrewchen.substack.com/p/revenge-of-the-gpt-wrappers-defensibility?utm_campaign=posts-open-in-app&triedRedirect=true
- Read date:: 2025-02-27
Highlights
we actually haven’t yet seen a fully consumer-focused win within AI. Of course we’ve seen glimmers, like Character.ai, but a very fast growing sticky AI-first consumer app is still up for grabs. (View Highlight)
Maybe incumbents that already control network effects and distribution will have an advantage, and people will rather interact with their LLMs via the Whatsapp search box rather than downloading a whole new app for it. (View Highlight)