1. Open weight models are going to wreck the underlying financials, they will drive commoditization.
2. Mobile data used to be expensive, now we all have unlimited plans. It is a usage/cost commodity as well.
3. While the Big Ai subscriptions end, a new generation of open weight subscriptions are just warming up.
verdverm•22m ago
1. Open weight models are going to wreck the underlying financials, they will drive commoditization.
2. Mobile data used to be expensive, now we all have unlimited plans. It is a usage/cost commodity as well.
3. While the Big Ai subscriptions end, a new generation of open weight subscriptions are just warming up.