Wait... Are anthropic and openai just commodity suppliers? Because dry cleaners and car washes both need soap, but I've never heard of a trillion dollar soap company.

If it were true that what OpenAI and Anthropic offer were commodities, that there is no moat, Microsoft could trivially eat their lunch. There would be no OpenAI. Google with its nation-state money, extreme AI talent, chips, datacenters, could eat their lunch.

So mighty Google can't manage it. But it's a commodity that's easily copied.

Somehow HN can't reconcile the contradiction even though it's laughably obvious.

Hey anybody could go MVP a ride hailing app over the weekend. It's a commodity app. Should be super easy with LLMs.