Saanya Ojha · 12 August 2026 · Investment Thesis

Revenge of the Wrappers

Saanya Ojha, Partner @ BCV

As foundation models commoditize and open-source options proliferate, AI applications that abstract away model complexity, retain customer expertise, and embed intelligence into enterprise workflows become the real value capture layer—not "wrappers" but strategic intermediaries between volatile model markets and customers seeking outcomes.

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Topics: AI (Horizontal) · Enterprise Software

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