AI hyperscalers are building a commodity tooling layer, not capturing ultimate value
Jon McNeill · Ex-Tesla President reveals EVERYTHING Elon does to win · Apr 9, 2026 · at 59:13
Former Tesla President Jon McNeill assesses the AI competitive landscape among major model builders (Google, Meta, OpenAI, xAI) in conversation with Shaan Puri.
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“I think they're creating the tooling layer. That then a lot of us are now using to create real businesses on top of. So I kind of go back to the internet breakthrough and internet revolution and think about, okay, like the browsers, everybody was super excited about the browser business, and Marc Andreessen made made a career out of Netscape. But I wonder if, like, those, now browsers are a commodity, but what got him What got built on top of a browsable web were things like Facebook and Airbnb and E-Trade and you name the businesses. Like, tons of GDP got created on top of that tooling. And it sort of feels like to me, we're getting really excited like we did about Netscape and Internet Explorer. We're getting really excited about these hyperscalers, but what you really want to be looking at is what businesses are going to get created on top of this tooling.”
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