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its time to wake up.
AI is undeniably trending towards smaller models run privately on a phone or laptop that achieve 90% frontier intelligence - this changes the ai landscape in a few major ways:
- no more $200 subscriptions. models become WAY cheaper to use (on-device inference)
- moat shifts from ai labs like anthropic to AI device manufacturers like Apple or private AI infra providers (also apple lol)
- models become more personal to you trained on private data stored on-device. you dont have to remind chatgpt who you are it just understands you
- open source becomes more popular - seeing this already with OpenClaw movement
- inference chips become MORE valuable than general gpus. price per token matters more.