THE MODEL IS THE PRODUCT

Summary from the TLDR Web Dev newsletter

AI is evolving towards a model-as-a-product paradigm, where the model itself, rather than the application layer, becomes the primary source of value. This shift is driven by the stalling of generalist scaling, the success of opinionated training, and the plummeting cost of inference, leading to closed AI model providers moving up the value chain and disrupting the application layer. Examples include OpenAI's DeepResearch and Claude 3.7.