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> If LLMs are electricity, harnesses are the “electronics.” (...) the harnesses will be the actual value providers.

Don't get ahead of yourself. Harnesses are not exactly rocket science and will be a commodity.

The real value providers here are the hardware, then the LLM as a distant second, and at a much larger distance the harness.

Labs are now post-training models with Harness so that Harness now gets absorbed into the weights.

I’d say that harnesses almost by definition are the parts that you want to keep customizable. That won’t get absorbed into the weights.