Topic
Convergent capability among top models and free open-weight or Chinese alternatives compressing prices for sold models.
A Forbes Tech Council column by Farsight AI's Samir Dutta argues that raw model intelligence is becoming a commodity, and asks enterprise buyers to judge AI on the share of its output that reaches the final deliverable.
Reality
A Fast Company column argues that most deployed corporate AI stores what happened without learning what its own decisions caused, and it offers a check on whether your accumulated expertise would outlive the model you swap out tomorrow.
Reality
The AI capex cycle rests on the labs capturing pricing power as compute demand grows. Ramp's corporate card data has the effective enterprise price of a million tokens moving the other way since March.
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If cheap intelligence pushes value to whoever owns the data agents cannot work without, then Salesforce's quarter is the first real test of that screen. It is a smaller test than the $2 trillion it is being asked to explain.
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Fortune argues that as frontier models converge, advantage goes to whoever funds and runs infrastructure most cheaply. That makes capital structure the variable investors have to underwrite.
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Schneier and Sanders say June's IPO filings ended governance by founder intent at OpenAI and Anthropic. The operator question underneath it is what happens to a dependency that cannot be priced.
Reality