The Commoditization of Intelligence: Why AI Aggregators Will Beat Foundation Models

If you want to understand who will actually win the AI wars, you need to look at Ben Thompson’s Aggregator Theory

We spend an enormous amount of time obsessing over the titans of the AI arms race. Every single week seems to bring a breathless new headline about OpenAI, Google, Anthropic, or Meta releasing a foundation model that edges out the competition on some obscure benchmark test. We find ourselves endlessly arguing over parameter counts, context windows, and …