"just" is doing a lot of work there. There's a stack, and everyone is fighting and racing to figure out which parts of the stack are commodities and which have protectable IP.

For example, years ago someone might have said: "Software programs are "just" some instructions on top of a computer, which does the actual computing work. The software companies don't own the computer. The next version of the computer might not even be capable of running the software." And for some kinds of software, they'd be right. Some programs turned out to be more replaceable than others.

I assume the GetViktor folks are hoping that some combination of know-how and learnings from real customer interactions and data will help them build or find a sustainable competitive advantage in some niche.

> They don't own the LLM model. You're just one silent update from not delivering what you promised.

This is true but a small risk IMO. Worst case they can shift to open-weight LLMs for inference. I would bet on LLMs being an increasingly commodity part of the stack.

Wrapping other companies services is a popular business since decades. Technically, this even predates software. The more fascinating part is, that this became semi-automated with LLMs, and how thin the wrapping now is.

Thin wrappers over an LLM has been an extremely popular grift for the past few years.