Just finished listening to latest @theallinpod which had a discussion on the “rant” by Alex Karp that went viral this week

The biggest realization that everyone is waking up to is the *lack* of competitive edge when using frontier models
If all your competitors use them, you have no differentiation
Worse yet, using those models could subject you to competitive risk if the labs decide to take your data and make products that compete with you (just ask Figma)
The crazy icing on the cake is that these models are 5-100x more expensive than alternatives that can be made just as good with the right implementation
So not only do you lose differentiation, you pay heavily to lose it
These are themes that those of us who have been proponents of open source AI have been saying for some time, glad to see it becoming more consensus
But now the real challenge begins - in many ways using Anthropic or OpenAI is like pushing the easy button
The products are great and they really work, and the new “deploycos” will happily embed them in your org so you don’t have to think to hard about how to use them
But building sovereign AI with your data and open source models takes more skill, it’s not as easy
Companies that make this easy for enterprises are going to do really well in the coming years