According to a Grit Daily News article, Microsoft CEO Satya Nadella remarked that AI giants are “eating the economy,” describing a structural shift as foundation models become increasingly interchangeable. The article states that multiple frontier models now perform at similar levels, switching providers is straightforward, and capabilities once requiring months of engineering are available via a single API call. Henry (Lifan) Wang, Co-Founder and COO of Kaon AI, argues the real competitive advantage is “the learning loop that sits around it,” not the model itself. Wang believes the industry’s next battleground is engineering a true learning loop, as expertise becomes commoditized and generic evaluation frameworks become standard features. The article notes that companies owning signals from real user interactions build assets that become more valuable with each deployment, while those relying solely on external models reset themselves when the market advances.