[mach1ne]

Depends on what you mean by ’wrapper’. For most AI startups it isn’t viable to train their own models. For most customer use-cases, ChatGPT interface isn’t enough. Wrappers are currently the only logical implementation of AI to production.

[ska]

This is approximately true at the moment - but it's an open question how much that is worth to customers. The market will sort it out, but it's not clear that all of these "wrapper" startups have a workable business model.

[mach1ne]

True, especially regarding how easily their services can be replicated. Their margins are low, and customer acquisition does not provide them with network effects that would yield a moat.