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From Model Providers to Workflow Owners: The Vertical AI Land Grab

Leading AI labs and hyperscalers are racing to convert general-purpose model capability into domain-specific workflow products that accumulate switching costs, proprietary data, and enterprise relationships independent of raw model quality.

2 signals tracked

  1. Claude Science, AWS's $1B deployment unit, and the implementation moat

  2. OpenAI's vertical variants and Anthropic's services JV signal the new battleground