→ Fat Agent: the foundation model providers (OpenAI, Anthropic, Google) absorb everything. One model, one surface, one relationship. Tools and specialists get commoditized underneath.
→ Solver Market: small specialized models outperform the generalist on every specific task. They compete in an open marketplace. Value accrues to the routing layer, not any single provider.
→ Fat Agent: the foundation model providers (OpenAI, Anthropic, Google) absorb everything. One model, one surface, one relationship. Tools and specialists get commoditized underneath.
→ Solver Market: small specialized models outperform the generalist on every specific task. They compete in an open marketplace. Value accrues to the routing layer, not any single provider.