Two things the enterprise AI world hasn’t fully woken up to yet:
First — F500 enterprises setting up a dedicated GPU cluster with a custom-trained model for targeted use cases, running alongside frontier closed model like Claude Opus 4.6, is a business model the frontier labs haven’t fully explored. The labs still own the model and weights. The enterprise owns the security and data sovereignty layer. That’s a powerful, underexplored wedge.
Second — most enterprises have an untapped ability to build an intelligent routing layer on top of multiple models hosted by leading cloud providers like Oracle. Think OpenRouter sitting on top of 4–5 models leased or licensed by the enterprise — a mix of closed and open source. This intelligent routing layer is the enterprise superpower that almost no one is building yet.