{"id":14221,"date":"2026-07-28T03:39:02","date_gmt":"2026-07-28T07:39:02","guid":{"rendered":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/?p=14221"},"modified":"2026-07-28T03:40:41","modified_gmt":"2026-07-28T07:40:41","slug":"up-the-stack-how-ais-escape-from-the-commodity-trap-risks-enterprise-lock-in","status":"publish","type":"post","link":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/up-the-stack-how-ais-escape-from-the-commodity-trap-risks-enterprise-lock-in\/14221\/","title":{"rendered":"Up the Stack: How AI\u2019s Escape From the Commodity Trap Risks Enterprise Lock-in"},"content":{"rendered":"Originally published on\u00a0AI as Normal Technology, July 10, 2026. Critics and boosters are both looking in the wrong place Our goal in this essay is to move beyond the debate over whether AI is a bubble. We do so in two ways: clearly separating current financials from the question of who captures value in the long run, and recognizing that the labs are not confined to be model providers. They can migrate up the stack and are already aggressively doing so. This will likely allow them to escape the commodity trap but raises new concerns \u2014 customer lock-in <a href=\"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/up-the-stack-how-ais-escape-from-the-commodity-trap-risks-enterprise-lock-in\/14221\/\" class=\"more-link\">(more&hellip;)<\/a>","protected":false},"excerpt":{"rendered":"<p>Originally published on\u00a0AI as Normal Technology, July 10, 2026. Critics and boosters are both looking in the wrong place Our goal in this essay is to move beyond the debate over whether AI is a bubble. We do so in two ways: clearly separating current financials from the question of who captures value in the [&hellip;]<\/p>\n","protected":false},"author":13468,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[11,48],"tags":[],"class_list":["post-14221","post","type-post","status-publish","format-standard","hentry","category-industry-news","category-left-hand"],"_links":{"self":[{"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/posts\/14221","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/users\/13468"}],"replies":[{"embeddable":true,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/comments?post=14221"}],"version-history":[{"count":2,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/posts\/14221\/revisions"}],"predecessor-version":[{"id":14223,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/posts\/14221\/revisions\/14223"}],"wp:attachment":[{"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/media?parent=14221"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/categories?post=14221"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.predictiveanalyticsworld.com\/machinelearningtimes\/wp-json\/wp\/v2\/tags?post=14221"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}