A very major part of Jev is the cost and speed. Yes, classification is/will be a commodity business, just like LLMs are, and similarly there is no moat only production cost and pricing.

Yes, anyone can wrap a decisions API around an LLM, but so what? If you want to compete then you need to compete on price, and it's not clear if OpenAI and/or Anthropic are able or willing to do that without building a custom architecture, and even then is a race to the bottom on pricing really what they want to pursue?

I'm not sure if OpenAI have announced pricing for their Decisions API, but they have said it's based on Luna which costs $0.10/M input, not even remotely competitive with Jev's $0.04/M input, which I'd expect has some headroom built into it.

Assuming that the architecture behind Jev is not just an LLM, and gives them some inherent efficiency/cost and speed advantage, then the question is whether OpenAI and Anthropic really want to duplicate this and have a race to the bottom on pricing for what may be a large part of the business automation market they are addressing. Is that what they want as their IPO pitch - we're selling potatoes, and think can grow them cheaper than Typesafe ?