I wonder what this would mean for companies raising today on the premise of building on top of these platforms. Maybe the best ones get their ideas copied, reimplemented, and sold for cheaper?
We already kind of see this today with OpenAI's canvas and Claude artifacts. Perhaps they'll even start moving into Palantir's space and start having direct customer implementation teams.
It is becoming increasing obvious that LLM's are quickly becoming commoditized. Everyone is starting to approach the same limits in intelligence, and are finding it hard to carve out margin from competitors.
Most recently exhibited by the backlash at claude raising prices because their product is better. In any normal market, this would be totally expected, but people seemed shocked that anyone would charge more than the raw cost it would take to run the LLM itself.