The Commoditization of the Large Language Model The "Model Wars" of 2023-2025 are over. The "Agent Wars" have begun. For two years, AI companies competed on benchmark scores and parameter counts. That race produced commoditized intelligence: now we're seeing new frontier models shipping in the same week, with performance gaps measured in single percentage points. The new competition isn't about who has the smartest model. It's about who builds the best system around it. This week's issue tracks that shift from three angles: NVIDIA's GTC declaration that every SaaS company will become an "agents-as-a-service" company, Anthropic's engineering proof that harness design determines output quality more than model selection, and Ethan Mollick's argument that we've moved from working with AI to managing AI. The model is the engine. The system is the car. And the companies designing the best cars are winning the race. |