The Future Belongs to AI Products, Not AI Wrappers (opens in new tab)

Most AI agents are thin wrappers around foundation models, making them easy to build but difficult to defend. While wrappers can improve accessibility and user experience, their capabilities remain dependent on underlying model providers. Sustainable competitive advantage comes from proprietary data, domain expertise, feedback loops, specialized workflows, and systems that improve over time—advantages that AI products can accumulate but wrappers typically cannot.