The "intelligence API" layer seems like a pretty rough business to be in. The smarter the models the more they're commodities (since they can use any harness or scaffolding) resulting in a race to the bottom on pricing. And then each new better model requires double the cost of the previous one.

I'm surprised there's not a bigger push into better and useful memory, since that would result in actual lock-in.

The question of them moving into the app layer is completely irrelevant. If you are threatened by this the reality you need to begin making peace with is that your business is not going to exist within 10 years. And that's being extremely generous.

I hope you support UBI.

This was always the play… Wait until the models are trained to work on “capsules of your data” stored by OpenAI, and deploy your apps/services onto OpenAI cloud where you can _easily_ share the development with your team members’ AI agents. Ofcourse, they will all work only if you use and pay for their models via their subscriptions. A new global {K-V, Relational, Vector} database that your coding model is already trained to work with! will come very soon…

They know the API price wars are a race to the bottom with little/no profit margins.

Don't worry, we had DreamWeaver, Wordpress and other tools for a long time now but it still did not replace web developers. Build quality tailor made websites that connect to humans and you will be fine.

They owe investors something like $200 billion dollars, so no.

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