question#10created 2026-08-17updated 2026-09-27
Where is the moat once foundation models commoditise?
If models become interchangeable, whether the desktop agent harness becomes the defensible layer.
answered
Question
Where is the moat once foundation models commoditise: the desktop agent harness? Foundation models have converged into interchangeable, probabilistic commodity inference engines (analogous to raw CPU silicon).
Why it matters
It decides where builders should invest: model access, or the harness around it.
The full research is in the research notes.