Command AI Bought by Amplitude

would be interested to know if the "AI" in this is anything further than an OpenAI wrapper and RAG

literally 90% of AI startups right now are some combination of the above and their "edge" is just a long system prompt that tells them to "be this niche and output response that mimics an expert from that niche"

This was never going to work out because OpenAI is literally watching everybody and how they are using it including prompts. AI wrapper startups serve these functions:

- wrappers prop up NVIDIA which are owned by the people giving VCs the money to invest in wrappers who are long Nvidia too.

- wrappers give OpenAI RSU holders a fuzzy warm feeling and they are able to see what the market is doing with their product so they can pull "Amazon Basics"

- IRS, attorneys, accountants, politicians love them all because they all get to squeeze milk from the fume

In terms of unit economics, I think if the price per token goes down (less than $0.00002/1k) some extremely niche companies can survive.

The main problem with those companies is that none of them will have any moat and those businesses aren't defensible.

While the space is hot and most will fail, I disagree with the general negative sentiment. The same could be said for most/all startups. They all can be distilled into some simple implementation.

Exactly. "All SAAS for b2b is just an SQL wrapper". That's until they do something distinguishing, make implementation easier/faster/cheaper or come up with a new technology. Yes the playing field is level now, but what can they do in 1,3,10 years? How will new models play into this?

Way more than just a tarpit.

I share your skepticism of B2B companies making claims of being AI driven! Most stuff I see is a thin wrapper around an existing workflow where the AI isn't adding any meaningful functionality (also see: crypto).

We've been very deliberate about integrating AI functionality in a way that's additive: recommendations, proactive insights, and summarization are all areas that are a leap forward in the data space. What the CommandAI team has done is legit- it's their fastest growing functionality in terms of usage. We'll have more here soon.

Relevant TikTok: https://www.tiktok.com/t/ZTFHap9QW/

but SQL isn't a blackbox and is a declarative language with a strict syntax

Piggybacking on OpenAI or any GPT is not at all the same as SQL

> The same could be said for most/all startups. They all can be distilled into some simple implementation.

Hard disagree. There are lots of niches and businesses are complex. If everything was CRUD the people who are using no-code app builders would win against the ones who code, which hasn’t happened despite continuous attempts for 20-or-so years.

Now, I don’t know if GP is right, but assuming that it’s true (many prompt wrapping startups), then yes absolutely they are completely owned if they sit on top of an existing “platform” which can see everything they’re doing. That’s much worse even than selling IaaS on top of aws.

It was the same during the blockchain hype peak – you’d see lots of startups that forked some existing project and replaced the name of a token, and created a website to drive hype.

I have a feeling people are overthinking the whole "we need to have a moat" and really the best moat you can have until you're a multi-million/billion dollar business is your craftsmanship (as silly as it sounds).

Good UI/UX is still the edge as technology becomes more of a commodity.

Not sure if you are trying to prove my point or not. Indeed businesses are complex. With every wave there are a large number of copycats and business with no moats. Many factors go into who win and who does not. Unlike blockchain and whatever you are trying to prove. There is already value being proven with the current wave in AI. Overvalued in the near term but undervalued long term.

Not sure anyone was trying to say no code apps would win.

We can already see that it’s possible to create comparable models in the LLM space. You could just as easily run your business off OpenAI models through azure. You have a hard sell trying to convince that azure is going to steal your data and roll a product of their own. Might as well tell us aws is stealing your web app.

> Not sure if you are trying to prove my point or not.

Yeah maybe we’re talking over each other. My point is that it all depends on what you build. A wrapper with an elaborate prompt does not too me sound like moat (I can be wrong). That’s where the bigger fish would not leave money on the table and eat them all.

That said, I suspect the company in question has much more moat than that. End user products make or break based on details in UX, even if they’re “doing the same thing” from 1000m away. And once the dust settles, the tech that’s integrated well into products win anyway, no matter the VC hype and valuations.