CLAUDE IS THE DRUG, CURSOR IS THE DEALER

Summary from the TLDR Web Dev newsletter

Many AI startups are essentially distributors ("dealers") for the models created by larger AI labs ("chemists") like OpenAI and Anthropic. These startups, despite high valuations and user growth, don't control the core product or supply chain, making them vulnerable. There are two possible futures: either the labs will go direct, cutting out the wrappers, or models will become commoditized, allowing the wrappers to thrive.