Yeah, agreed. A model or primitive on its own has no moat and frankly limited value. The paradigm behind "System One" models on the other hand is potentially huge.

https://seldon-ai.com/blog/fronter-llms-are-semantic-interpr...

Skimming the post, it seems to argue for reconstructing the very rigidity that LLMs let us escape, and that very aspect of LLMs is what made them useful and explode in popularity so much.