The true power of the AI application layer lies in orchestrating multiple, specialized foundation models. Users want a single interface (like Cursor for coding) that intelligently routes tasks to the best model (e.g., Gemini for front-end, Codex for back-end), creating value through aggregation and workflow integration.

Contrary to fears of a monopoly, the AI market is heading toward a diverse ecosystem. The proliferation of open-weight models and specialized tooling allows companies to build and control their own differentiated AI systems rather than simply renting intelligence token-by-token from a handful of large labs.

OpenAI integrated the Model-Centric Protocol (MCP) into its agentic APIs instead of building its own. The decision was driven by Anthropic treating MCP as a truly open standard, complete with a cross-company steering committee, which fostered trust and made adoption easy and pragmatic.

Companies like Anthropic and OpenAI are shifting from being API providers to building first-party "super apps." This creates a conflict where they might reserve their most powerful models for internal use, giving smaller, distilled versions to API customers, thus undermining the third-party ecosystem they helped create.

Unlike sticky cloud infrastructure (AWS, GCP), LLMs are easily interchangeable via APIs, leading to customer "promiscuity." This commoditizes the model layer and forces providers like OpenAI to build defensible moats at the application layer (e.g., ChatGPT) where they can own the end user.

Exposing your platform via a Model Consumable Platform (MCP) does more than enable integrations. It acts as a research tool. By observing where developers and LLMs succeed or fail when calling your API, you can discover emergent use cases and find inspiration for new, polished AI-native product features.

Top-tier coding models from Google, OpenAI, and Anthropic are functionally equivalent and similarly priced. This commoditization means the real competition is not on model performance, but on building a sticky product ecosystem (like Claude Code) that creates user lock-in through a familiar workflow and environment.

The technical term "MCP" (Model Component Provider) is confusing. It's simpler and more accurate to think of them as connectors that give AI tools access to knowledge within your other apps and the ability to perform actions in them.

Initially, even OpenAI believed a single, ultimate 'model to rule them all' would emerge. This thinking has completely changed to favor a proliferation of specialized models, creating a healthier, less winner-take-all ecosystem where different models serve different needs.