The Post-Model Era
Audio overview of the post-model era — why foundation models are commoditising and where real AI value lives.
Companion to article: Project Chimera
JPMorgan Chase, in a rare analysis of a private company, recently described OpenAI’s position at the frontier of AI as an “increasingly fragile moat.” The reasoning: no single developer can maintain a sustained competitive edge at the model layer, which will inevitably force companies to compete on price, eroding margins and commoditising access to powerful AI. GPT-5 launched into a market where Anthropic and Google matched or exceeded its benchmarks almost immediately. The innovation cycle has compressed to the point where frontier performance is a temporary state, not a durable advantage.