Models are commodities; the real advantage lies elsewhere
The best DNA model available returns roughly 99% useless output. A model that can write DNA is not a company, it is a starting point. Selling a model does not create a moat. Training costs keep falling, open-source alternatives keep arriving, and Gartner now classifies foundation models as strategic commodities. The algorithm is necessary but almost never sufficient. When everyone has the model, the moat is customization through data and workflows, not the model itself.
— DNA Is Becoming Programmable. Curing Cancer With AI. · Forbes