With model intelligence almost commoditized, I feel the strongest revenue models may emerge at the layer above the model. The structural shift is from intelligence scarcity to orchestration scarcity: who can coordinate models, data, tools, permissions, and human approval fast enough to create measurable business value. That is why interface owners can monetize discovery, transaction flow, and decision routing; enterprise platforms can monetize governance, usage, and workflow completion; and data-rich businesses can monetize the right to train, personalize, and operationalize domain intelligence. In other words, the money moves to the chokepoints.
Tarun MathurShare
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