Frontier models are natsec, so own the map running underneath it. If these kinda models are gated by gov, cloud, KYC, export rules, whatever, then nobody serious wants their edge trapped inside one. They’ll want their own context layer, a map they can run across models. Control the input as context, make it relevant, narrow but deep. Then the model layered on top becomes less important and acts more as search. We’re already seeing world models somewhat, this is becoming much more important now. Hedge the fact control of the frontier is now national security = context you own llm layer that’s not model dependent.