No B2B customer really cares what technology underpins a business. They never have, and they never will. They care about two things: does it help them save money, or does it help them make money? And does it do either of those things better than the alternatives? Many GPT wrappers do it better than raw dogging GPT, or for cheaper -- especially when factoring in cost of time -- so it's easy to see the value, albeit technology-wise it's also easy to get caught up in the simplicity; but most buyers don't get caught up in such things.
There is existential danger for wrappers. OpenAI is running ads for wrapper-like use cases you can run for free right now.
The AIs will be eventually trainable to be a wrapper by ordinary people. I.e. they ask for the wrapped thing. "Make my photo look good for LinkedIn". It will do a better job.
Very valid points, agreed.
I suppose my interest is more in the long-term durability in such companies.
I am thinking that some years ago everyone with a Windows PC had to buy an antivirus SW and then MS added Defender.
And then (in reverse) Windows had Solitaire and Pinball and now they don't.
Right now ChatGPT does 'ten things'. I believe it will be like Amazon. Allow you to build your shop-in-a-shop, and then once they see that they can jump this number from 'ten' to 'twenty', they will start offering the extra services/products within the same price, and cut the wrappers 'organically'. Unless those wrappers innovate and improve forever. Or until ChatGPT will M&A those small wrappers.