I agree with the host of the All In podcast, often I don’t. This is about creating a moat that open source models cannot compete with, regulation.

It is purely ensuring only a few providers can compete.

The future is edge and open source models.

Both Apple and Google are working towards this.

Cloud AI will be for offloading when the edge is not capable.

Most cases edge will be suffice.

Further inference costs keep coming down.

Vertical integration might be the biggest challenge of the AI industry. Trying to manage electricity generation, training, inference, harness and end user for enterprise and consumer is a lot of moving parts.