노란 벽돌길에서 죽음을 피하는 법 - 앱 레이어는 아직 죽지 않았다

The article reframes the threat of generalist AI labs by distinguishing between horizontal, commoditized applications (the 'Yellow Brick Road') where labs dominate, and specialized vertical workflows (the 'Rest of Oz') where startups can build defensible moats through proprietary data, cross-model optimization, and domain-specific knowledge. Rather than competing with well-funded labs on general-purpose tools, sustainable startup success lies in deeply embedded enterprise workflows where accumulated industry expertise and learned patterns create lasting competitive advantages that commodity platforms cannot replicate.