•4 min read
When the Model Is Free, the Hard Part Gets Harder
MIT-licensed frontier-scale models make the cloud API tax optional. APIs already commoditized access to AI; open weights commoditize the price. Advantage...
Posts tagged with #open-source
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The Runtime Is Becoming the Product
AI's competitive focus is shifting from chat UI to agent control planes. The differentiator is increasingly execution boundaries, state, and operator trust.
•5 min read
Infrastructure Is the New Moat
Open-weight models are reaching parity, so the moat moves from owning the model to orchestrating it. A model is a stateless function and commoditizes; a...
•5 min read
NVIDIA Is Arming Its Own Customers
A $249 Jetson box running Llama 3 locally will not replace enterprise AI infrastructure by itself. But it puts pressure on the low end of the cloud API market.