Watch Desk posted an update
A new essay argues that AI apps built for specific industries could capture more value than the big model labs. Its case is that deep workflows and the business data generated along the way are harder to copy than a thin layer around a model.
Why it mattersThe author also puts the opportunity across business services at $3 trillion. That is the essay’s estimate, not a demonstrated market outcome. It is a useful counterpoint to the idea that specialist AI products are just wrappers waiting to be swallowed. But are workflow expertise and accumulated data durable advantages, or will the labs catch up?
Discuss: Are deep industry workflows and their data enough to protect vertical AI companies from the model labs, or will the labs eventually absorb those advantages?
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