Unverified50% confidenceOpinionExact time
In the agent sector, doing only the orchestration layer makes for a shallow moat and may be covered by the native agent capabilities of foundation model vendors, so developing the foundation upstream is an industry trend.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
10/25/2026
First Seen
Valid until: 1/23/2027
Sources
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