“We're looking for products that are not just thin features that can capture transitory opportunities. We're looking for teams that are extremely opinionated about a specific use case and will build out and productize the models in a way that it's much more compelling, easy to use, and more effective than what a broad-based LLM platform will do.”

Be opinionated and verticalize — thin features get price-competed to zero

Thin AI wrappers get price-competed to zero as labs ship the same capabilities natively. Durable consumer AI apps are opinionated, verticalized, and productize models in ways general LLM platforms won't bother to — that's the defensibility moat.