Spot on analysis. The transition from pure foundational capability to actual product development is where the real "moats" are being built right now. Open-source/open-weight models completely change the build-vs-buy math for startups looking to iterate fast without getting locked into a single ecosystem.
I actually just did a deep dive into the broader business strategy and game theory behind this—specifically looking at how Meta’s "defensive" $30B open-source spending is reshaping product lifecycles compared to OpenAI’s closed model premium. If anyone here is trying to decide which ecosystem to stack their product on, I broke down the economics of the mid-market battleground here: https://www.youtube.com/watch?v=5B8posw25Y0
Spot on analysis. The transition from pure foundational capability to actual product development is where the real "moats" are being built right now. Open-source/open-weight models completely change the build-vs-buy math for startups looking to iterate fast without getting locked into a single ecosystem.
I actually just did a deep dive into the broader business strategy and game theory behind this—specifically looking at how Meta’s "defensive" $30B open-source spending is reshaping product lifecycles compared to OpenAI’s closed model premium. If anyone here is trying to decide which ecosystem to stack their product on, I broke down the economics of the mid-market battleground here: https://www.youtube.com/watch?v=5B8posw25Y0
Beautiful cover image -- did you create/generate it?