· Strategy
Open Weights, Frontier APIs or Self-Hosting: A Workload-Based Decision Matrix
Open weights vs frontier APIs vs self-hosting: a decision matrix built on request volume, data sensitivity, eval maturity and compliance.
Tag: Open Weights
· StrategyOpen Weights Reshaped the Model Moat: Where Does the Value Actually Compound
Open weights reshaped the model moat for commodity-tier workloads. The assets that compound are first-party data, workflow ownership, and distribution, not parameter scale. A framework for what to actually protect.
· Rajat Pandit · StrategyOpen Source AI Is the Infrastructure Play Boards Finally Get
Boards are waking up to what engineering teams have known for eighteen months: for high-volume, low-risk workloads, open-source AI models often beat proprietary APIs on margin. This is not about ideology, it is about unit economics and workload-specific routing. The firms still paying frontier-API prices for every workload, and the firms that abandoned frontier APIs entirely, are both leaving margin on the table.
Contrarian Takes on AI Infrastructure: What the Market Gets Wrong
The dominant narrative in AI infrastructure is wrong on multiple fronts. GPU supply dynamics, neocloud pricing advantages, hardware fungibility, crawl monetization, and open weights democratization — here is what most people have backwards.
· StrategyThe Valuation of Open Weights: The Intelligence Supply Chain
Open source models are transforming AI from a variable SaaS cost into a strategic capital asset. Discover why owning the weights is the key to Sovereign AI and a 70% reduction in long-term TCO.