Expired50% confidenceOpinionExact time
When model capabilities become commoditized, the center of value creation will shift from the model layer to the application layer, potentially placing application-oriented companies in an advantageous position.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
7/7/2026
First Seen
Valid until: 10/5/2026(expired)
Sources
GLM 5.2来袭：AI利润率崩塌前夜的产业变局
hackernewshackernews7/6/2026
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