Mippo 🟪(@MikeIppolito_):On the frontier model front, it might be the case that there's no such thing as a general purpose model. For instance, I think the destiny for Anthropic might be to be the first true competitor to the Microsoft Office Suite in the last 20 years. I don't buy this idea that the labs will own the application layer broadly, but they could specialize and dominate one or two very valuable use cases. Given how quickly commoditization is happening at the model layer, this seems like the most likely outcome.

2026.07.30 16:46

On the frontier model front, it might be the case that there's no such thing as a general purpose model. For instance, I think the destiny for Anthropic might be to be the first true competitor to the Microsoft Office Suite in the last 20 years. I don't buy this idea that the labs will own the application layer broadly, but they could specialize and dominate one or two very valuable use cases. Given how quickly commoditization is happening at the model layer, this seems like the most likely outcome.