Everyone’s watching the race to the best AI model.
Model performance is becoming a commodity. What surrounds it is what will matter most.
This is the shift OpenAI and Anthropic have already started to make and it affects every builder using AI.
As open models get faster,
Everyone’s watching the race to the best AI model. Model performance is becoming a commodity. What surrounds it is what will matter most. This is the shift OpenAI and Anthropic have already started to make and it affects every builder using AI. As open models get faster,
Any AI application can be copied by other teams. The winner gets determined by:
1) whether people know you exist
2) whether people like your vibe
3) whether people trust you with their most sensitive data
These are in increasing order of difficulty
AI or Die | RKG
rkg.blog
In a long-context world, maybe the organizations that benefit from AI will not be the ones with the most powerful models, but rather the ones with the most artfully curated contexts.
You Exist In The Long Context

Interface > Data > Models
While media still focuses on the “next best model” rat race, increasingly believe that the “interface” and “data” layers will further distinguish market leaders while the “models” layer becomes increasingly commoditized and pushed to the edge (becoming increasingly obvious as mobile chips get better and OSes g... See more
While media still focuses on the “next best model” rat race, increasingly believe that the “interface” and “data” layers will further distinguish market leaders while the “models” layer becomes increasingly commoditized and pushed to the edge (becoming increasingly obvious as mobile chips get better and OSes g... See more