AI is forking into two distinct paths:
1/ Enterprise AI → Open-source models for IP control, cost efficiency, and custom outcomes. Think Palantir's stack, Microsoft's Azure AI approach. Token-based billing, seat licenses, approval workflows. This is about internal transformation and operational leverage.
2/ Frontier AI → Net-new discoveries in tech, biotech, and startups. Billing evolves into equity stakes—AI models literally own a piece of the IP they help create. This is AI as a co-founder, not a tool.
One path is cost optimization. The other is value creation at the frontier. Which side are you building on?
1/ Enterprise AI → Open-source models for IP control, cost efficiency, and custom outcomes. Think Palantir's stack, Microsoft's Azure AI approach. Token-based billing, seat licenses, approval workflows. This is about internal transformation and operational leverage.
2/ Frontier AI → Net-new discoveries in tech, biotech, and startups. Billing evolves into equity stakes—AI models literally own a piece of the IP they help create. This is AI as a co-founder, not a tool.
One path is cost optimization. The other is value creation at the frontier. Which side are you building on?