WorkThe story, in brief
Every Company Is Now An AI Wrapper So GTM Is The New Moat
The frontier model is now a commodity. Venture capital has already moved on—the winners own distribution, not weights.
The KeyNews take
Why it matters
As AI models commoditize, competitive advantage has shifted from proprietary model development to go-to-market execution and distribution. This represents a fundamental revaluation of what venture capital is actually funding in the post-frontier era.
The key facts
4 to knowFrontier models characterized as commodity
Distribution/GTM positioned as primary moat
Venture capital allocation shifting away from model development
AI wrapper business model becoming standard for startups
Go to the source
Forbes Innovationforbes.com
Publisher excerpt: The frontier model is a commodity. The companies winning are the ones that own distribution, and venture capital is paying up for it.