Comment by sthuck

Very very strictly speaking relying on models in it's essence is not the problem I think. There is enough "meat" there you can build a nice small profitable company.

Those tools are better than vanilla agents by dedicating expensive human time on evaluating and fine tuning models. You can also build various integration, management and reporting features to add value. If you freeze model progress today, or 12 months ago when most of those companies started, it's a viable business I think.

But any gains you make on the first part will be lost to newer models, and the 2nd part is not as valuable when llms allow people to build fairly complicated features quickly.

I don't if worthless but all those companies have very limited time to gather customers and at least make themselves valuable for an acquisition