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I didn't read the comment as such a direct analogy. It was more recalling a lesson of history that maybe doesn't repeat but probably will rhyme.

The App Store reshuffled the deck. Some people recognized that and took advantage of the decalcification. Some of them did well.

You've recognized some implications of the reshuffle that's currently underway. Maybe you're right that there's a bias toward the LLM vendors. But among all of it, is there a niche you can exploit?

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