> Consumers would just use the underlying foundational models directly to solve their problem. ChatGPT and Claude and Gemini are the products, not your business.

How am I going to use ChatGPT instead of, say, Figma or an office suite with my coworkers?? It's no use for it to spin up a clone for me if my coworkers can't collaborate. And if they can, what it will serve is a product.

How can it be cheaper for every company to re-invent the wheel?

> Products are only viable when you do a lot of work to solve a problem, which is then shared by many potential customers.

Yes, that's what businesses pay services for.