MCPs: Value Creation, Capture, and Destruction—Lessons from the API Era
📈 **Anthropic's Model Context Protocol (MCP) was launched in late 2024** as a standardized solution for AI systems' integration. This mirrors the API evolution in the 2010s, where only a few companies like Stripe and Twilio succeeded due to domain-specific complexities. **Horizontal API startups struggled due to competition from cloud giants** and open-source projects. **MCPs represent a shift, enabling interoperability** but potentially undermining shallow integration businesses, highlighting the importance of vertical specialization.
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