1 article
Open-weight foundation models have collapsed the intelligence generation layer to near-zero marginal cost. The structural bottleneck is migrating to the verification layer — where search engines, financial data aggregators, and content publishers are converting their historical indexing moats into paid API tollbooths. This is not a single monopoly rent; it is a fragmented patchwork of metered, unevenly-priced access gates whose integration complexity is the real constraint.