Intelligence is officially commoditizing. The AI industry is pivoting hard from "who has the smartest model" to "who can deliver inference at the lowest cost per token with the best latency."

Frontier models are converging in capability. Open-weight alternatives are closing the gap fast. The new battleground: infrastructure efficiency, pricing models, and ecosystem lock-in.

This means:
- Model performance plateaus matter less than cost/token optimization
- Speed and scalability trump raw benchmark scores
- Platform ecosystems (integrations, tooling, deployment) become the moat

The smartest AI won't win. The cheapest, fastest, most embeddable AI will. 🏗️