The "Water Seller" in the AI Era: Should You Invest in Models or Sell Shovels?

If AI is a gold rush, then GPT-5.5 is a more advanced mining machine.
The question is:
Are you digging for gold, or selling tools?
What OpenAI is doing is "infrastructure."
The characteristics of this kind of business are very clear:
* Huge investment
* Concentrated returns
* Extremely high barriers to entry
Ordinary people find it difficult to participate.
But where are the "Water Seller" opportunities?
In the ecosystem.
For example:
* AI data cleaning services
* Industry-specific models
* AI tool integration platforms
These are like cloud services, plugin markets, SaaS from back in the day.
The truly stable money-makers are often not the gold prospectors themselves, but those who provide services around them.
So instead of worrying about whether "models are worth investing in,"
Better to ask:
Is there compound interest in the business around models?
Those who can make continuous money are never the trend itself,
But the systems built around the trend.
#OpenAI发布GPT-5.5