Why I Don’t Invest in ‘AI Wrappers’

// 01. THE WRAPPER EPIDEMIC

Every week, my inbox fills with pitches for the same product wearing different clothes: a thin user interface wrapped around someone else’s AI model. Different logos, same dependency. Different slides, same vulnerability.

AI wrappers are the middleware paradox on steroids. At least traditional middleware connected your own systems. AI wrappers outsource your entire value proposition to a model you don’t control, can’t modify, and might lose access to at any moment.

If your entire business can be replicated by changing one API key, you don’t have a business. You have a demo.

// 02. THE REAL AI OPPORTUNITY

The real opportunity in AI isn’t wrapping models — it’s building the infrastructure that makes models useful. Data pipelines, domain-specific training systems, deployment architectures that work at scale in constrained environments.

This is what BearPlex builds. Not AI features — AI infrastructure. The plumbing that makes intelligence permanent rather than borrowed. The companies that own their AI stack will own the next decade.