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Open original source ↗More power to the agents, and the companies hosting those agents, in this vertically integrated tech stack!
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The API businesses of the leading AI companies is becoming less vanilla tokens-as-a-service (stateless, commoditized, lower switching cost), and increasingly headless agents-as-a-service (stateful, differentiated, higher switching cost) OpenAI, Anthropic, etc. will not be thought of as model companies for much longer. They are vertically integrated agent companies.
downingARK ↗