As the subsidies for driving the adoption of AI tools reduces, I see the following combination unfolding: - Open-source software, [[AI agents]], skills, harnesses becoming default options as good or better than closed source - ref: [[Open source is often misunderstood]] | [[Open Source Hyperscaler MoC]] - On-device inferencing exploding with improvements in edge hardware, memory and storage capabilities - Private AI rigs in offices and homes becoming as normal as a boiler and an AC - Private clouds becoming easier to spin up on co-located hardware systems as compute becomes a commodity asset - ref: [[Inference is Eating AI Compute]] This will be complemented by differentiation becoming a combination of: - Niche application specific intelligences built with domain expert oversight and verification in RL environments - Trust based access to customers, partners and distribution - Speed of iteration, high agency, common sense, time in the market and business model As this watt-bit value equation unfolds, companies such as Evos and Navon are best positioned to win. ![[Screenshot 2026-05-25 at 23.35.03.png]] Relevant links: - [[Personal Investment Roundup#AI & Computation Stack]] - [[The Watt-Bit Spread and the Future of AI Power Markets]] - [[7 Powers]] - [[AI era Defensibility]]