[fab1an]

The described step function changes are super apt and mostly overlooked by the pure hype crowd (although the step functions enabled by AI should really be what the main hype ought to be about!)

That said, once you get into the step function changes, the GPT-wrapper accusation might quickly become akin to a "AWS-wrapper" one, with traditional moats getting more important than AI-native ones.

We've had internet-enabled businesses without technical moats (but very real other moats, be it UX, social platform effects or a great b2b sales process) for the longest time, and might just see the same thing play out in AI native land