Composability creates multiple durable winners, not a single monopoly. When products are orchestration layers assembling best-of-breed models, value accrues to those who control connectors, UX, trust layers, and billing primitives. Horizontal giants face a reverse-integration problem: success requires them to be the best integrator for a dozen domain specialists, a coordination challenge that benefits focused integrators. Ownership of orchestration and trust is more crucial than exclusive model IP. Sell the integration playbook, not just model accuracy metrics.
