Wrote a piece arguing that AI 1.0 is feudal because GPU scarcity concentrated power in a few cloud providers, but the coming GPU glut will invert this dynamic and make open weights + commodity compute the foundation of AI 2.0. The thesis is that sovereignty requires ownership of your stack (weights, compute, data) rather than renting intelligence from centralized APIs.
Wrote a piece arguing that AI 1.0 is feudal because GPU scarcity concentrated power in a few cloud providers, but the coming GPU glut will invert this dynamic and make open weights + commodity compute the foundation of AI 2.0. The thesis is that sovereignty requires ownership of your stack (weights, compute, data) rather than renting intelligence from centralized APIs.