The AI Model Is Becoming a Commodity — The Real Moat Is the Orchestration Layer
The AI industry has spent three years arguing about which company has the best model. GPT-5 vs Claude 4 vs Gemini 3.5. Benchmark wars. Context window comparisons. Reasoning evaluations. But Microsoft’s Build 2026 announcements reveal a different strategic insight: the model is becoming a commodity. The orchestration layer is becoming the moat. The Model Commodification […]
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