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Don’t think of this as super intelligence. Think of it as vendor lock-in.

We have a good compare, which is cloud in the early 2000s.

Everyone (at the time) thought cloud compute costs would go to zero.

What most corporations didn’t realize is how entrenched your workflows and processes get when you adopt cloud and you become heavily locked in that ecosystem.

That same ecosystem lock-in is what the frontier labs are hoping for with AI.



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