AI Wrapper Startups Can Still Win Against Big Tech
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Big AI companies like OpenAI, Google, Microsoft, and Anthropic are no longer just making tools for others to use. They are now building their own apps that people and businesses use every day. These apps help them grow faster, collect more data, and stay ahead. The more their AI shows up in everyday tools, the harder it becomes for other companies to compete.
This is already happening. Google has added Gemini, its AI, into all its Workspace tools like Gmail, Docs, Sheets, and Chat. Every month, Gemini helps with more than 2 billion tasks. Google also created something called Workspace Flows. It lets you build smart workflows that connect your files, emails, calendars, and tools. You can even create custom agents, called Gems, that help with tasks like checking if writing matches your brand or replying to support messages.
Anthropic is doing something similar with Claude. Claude now connects to Google Workspace too. It can find emails, meetings, and files without you needing to upload anything. It also has a feature called Research. Claude searches your files and the internet to give smart, full answers with clear sources. It thinks through questions like a real teammate, not just a chatbot.
OpenAI is adding ChatGPT Connectors. These let ChatGPT connect to tools like Google Drive and Slack. It can read your files, search messages, and answer questions using company knowledge. It respects file permissions and only shows people what they are allowed to see. It is no longer just a chat tool. It is part of the workday.
Microsoft is doing this too with Copilot Chat. It is built into Word, Excel, Outlook, Teams, and more. Copilot Chat can read your files, answer questions, and help you do work using AI. It has strong privacy and security settings. Companies can build their own custom agents and workflows that follow their rules and systems. Copilot is not just for typing help. It works across all your Microsoft tools.
All of these companies want the same thing. They want to be the place where work gets done, not just the place you ask questions.
This creates a big challenge for smaller AI companies. If you are building a tool to help people write, take notes, or summarize meetings, you are already competing with the biggest tech companies in the world. But there is still room to win.
Some types of work are harder for these big AI companies to handle. This is especially true in healthcare, finance, law, and other regulated industries. These industries have rules about how data is stored, who can see what, and how things are tracked. They need tools that are private, secure, and follow strict rules. Big AI tools often move too fast or do not go deep enough to meet these needs.
This opens a door for smaller companies that build tools for very specific problems. If your AI tool can connect deeply to internal systems, understand real company data like roles and approval steps, and follow all the rules, you are solving a different kind of problem.
The big AI companies want to take over the whole app layer, but they still leave gaps. The companies that win next will be the ones that fill those gaps with care, focus, and trust. The goal is not to beat the biggest players. The goal is to build something they cannot or will not do.