I think as models get commoditized, that doesn't really matter. In fact, the UI is what becomes important. We can already see this with Deepseek and other Open-Source models.
But can anybody name a wrapper company as/more valuable than foundation model companies like OpenAI, DeepSeek, Anthropic, Mistral, etc?
Only one that comes to mind is Perplexity, but they're a bit more than a wrapper startup - I think there's some hardcore engineering to get their web search product working so well.
Of course there aren't any that are more valuable.
But take Notion, Asana, Trello. All of them started out.. like a UI around a database. And they're plenty valuable now. More valuable than Oracle, the highest valued DB company? Maybe not, but still very much successful companies. They didn't start out with 500 integrations.
I think Character.ai is already very profitable, and that's a pure wrapper.
But can anybody name a wrapper company as/more valuable than foundation model companies like OpenAI, DeepSeek, Anthropic, Mistral, etc?
Only one that comes to mind is Perplexity, but they're a bit more than a wrapper startup - I think there's some hardcore engineering to get their web search product working so well.