Every startup is at the mercy of the big 3 (OpenAI, Anthropic, Google).
They can and most likely will release something that vaporises the thin moat you have built around their product.
This feels like the first time in tech where there are more startups/products being subsumed (agar.io style) than being created.
Best defense is to basically stay small/niche enough that the big guys don't think your work is worth consuming/competing with directly.
There will always be a market for dedicated tools that do really specific things REALLY well.
> They can and most likely will release something that vaporises the thin moat you have built around their product.
As they should if they're doing most of the heavy lifting.
And it's not just LLM adjacent startups at risk. LLMs have enabled any random person with a claude code subscription to pole vault over your drying up moat over the course of a weekend.