[arvidkahl]

This is purely a positioning thing. Customers will understand "AI company" to mean "a business that uses AI to solve my problem," and nothing more. The insider perspective matters extremely little (, unfortunately.)

It's like McDonalds positions themselves as a food company while their majority revenue comes from real estate[1]. It doesn't matter to the consumer that their business internals involve the renting of property to their franchisees. What people see are the broken ice cream machines and the burgers.

A two-minute UI that makes a call to OpenAI is just as sellable of a product as someone offering social media templates written by a Llama instance running on their own servers. And during the gold rush, that's all that matters. H sure hope we'll see more nuanced descriptions later down the road: AI-powered, AI-integrating, and AI-adjacent :)

[1]: https://www.wallstreetsurvivor.com/mcdonalds-beyond-the-burg...