Aravind Srinivas went on 20VC for 95 minutes and made a case that most of the AI industry has the wrong mental model. He stated that the value is the layer around it. and i realized ive been building like thats true for a year without admitting it. I swap models constantly, if something cheaper drops, i move. i have no loyalty to any of them and my users couldn’t tell you which one is running. the model just generates. it’s interchangeable. What id be upset to lose is everything wrapped around it, Our calls get turned into records through Buildbetter, contact data gets resolved through a waterfall with Fullenrich, agent-written code gets validated on real hardware through Askui before it ships. none of those are models. take the model away and i swap it by Friday. Take that layer away and i’m rebuilding for months. Aravind said that the market looks more like Salesforce than Google, and that landed. google is one product everyone uses. salesforce is a thousand workflows you get locked into and never leave. the model wants to be google. the money looks like it’s going to the boring glue that becomes the system of record. which is backwards from how everyone talks about ai. all the noise is which model is smartest this week. but the smartest model is the part im least attached to. So if the model isnt the product, what is? the orchestration, the data you pile up, the trust layer that makes output safe to ship. and who gets the margin, the labs or the apps on top of them?? submitted by /u/Moroccan-Leo
Originally posted by u/Moroccan-Leo on r/ArtificialInteligence