You nailed it. The competition is vertical, not horizontal, because differentiation at the foundation model layer is increasingly trivial. If everyone has access to the same ingredients, the winner is whoever delivers the best dining experience. That’s where the real job-to-be-done lies.
You nailed it. The competition is vertical, not horizontal, because differentiation at the foundation model layer is increasingly trivial. If everyone has access to the same ingredients, the winner is whoever delivers the best dining experience. That’s where the real job-to-be-done lies.