Commoditization

The AI Models You’re Obsessed With Are About to Be Worthless. That’s Brilliant.

Generative AI foundational models are rapidly commoditizing to near-zero marginal cost. The billions invested in training may never yield returns—but that’s not a bug, it’s a feature. Open-source alternatives are closing the gap within months, shifting real value to proprietary data, application-layer orchestration, and solving actual workflow problems. The hype bubble is deflating into a mundane utility, and that’s exactly what we need.