Founder Warns AI Labs Will Encroach On App Layer As Models Commoditize
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If your core technology continues to get commoditized (i.e. Kimi 3), you must go up the stack. The labs will continue to encroach on everyone in the app layer. You are their competition now. I would be very careful to concentrate on them and send them your trajectories! Figma -> Claude Design is just the beginning--expect 20+ of these. How your users navigate and use your products is an invaluable dataset. With the advent of Fable 5 not practicing ZDR, you should be super aware of this.
Literally frog boiling the app layer. There needs to be a neutral party in this.