Despite all this activity from the model giants, we’ve never been more excited about what startups can build in consumer AI. It’s clear now where the big labs are putting their attention - (1) on the models themselves - which only benefits application layer companies; and (2) on new features and interfaces largely delivered via their existing products. This leaves huge white space for founders who are building dedicated consumer experiences. Model companies don’t have the intuition or, quite frankly, the attention and resources to be innovating outside their areas of core competency.