Source: Nate’s Substack
As model capabilities plateau toward parity, the next decade's AI winners will be determined by integration breadth, not inference quality. Companies that can orchestrate the most business systems—CRM, ERP, accounting, supply chain—will capture lock-in through operational embedding. The competitive battleground shifts from research labs to enterprise infrastructure, where companies like Zapier, Make, and specialized vertical players are already positioning themselves to own the connective tissue between AI and actual workflows.