Termsslug: model-commoditization

Model Commoditization

模型商品化

The trend whereby base model capabilities converge and become substitutable, shifting competitive value toward products and appl

Curated Intelligence

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IT之家 · 智能时代T2·Industry
58 pts
Tencent AI Chief Says Moats Lie in Products, Not Models

Tencent chief AI scientist Yao Shunyu argued at a 2026 Future Science Prize dialogue that AI moats sit at the product layer rather than the model layer, with defensibility coming from context, proprietary data and user trust. Using WeChat as an example, he said a product that knows a user's schedule and social graph is hard to displace even by a smarter model.