> own the app layer with their edge in reputation and powered by their infrastructure. Be apple where everyone else is Linux. Do design, coding, research, SMBs, legal, finance, healthcare and more (they are doing all of this).

The problem with this is that there are incumbents in all those spaces doing their own AI agents / platforms, and they're the ones choosing the models they use internally and they sell to their own customers. The margins and the possibility to fine tunie using open weight models, as well as the guarantee they'll keep running at predictable costs (no US orders yanking access), make them a very appealing option.

And if you're a company that needs an AI powered legal software, would you buy it from OpenAI/Anthropic, or from someone who you've already bought legal software from before and has the domain knowledge?