Is the Future of AI Local?

kept by eddie mar 23

The future of AI may shift from massive datacenter buildouts to open-source models running locally on workstations as performance gaps close and remote providers raise prices.

Moats in the Age of AI
As AI models and software commoditize, moats erode for pure software/AI firms; value concentrates in compute, energy, and relationship-based assets.
also on DeepSeek, Apple, OpenAI, Anthropic, #business-strategy, #open-source, #ai
I think Anthropic and OpenAI have found product-market fit
Anthropic and OpenAI may have reached product-market fit based on enterprise willingness to pay $200/month for tokens, though valuation and cost sustainability remain contested.
also on DeepSeek, OpenAI, Anthropic, #business-strategy, #open-source, #ai