Your model was never your moat

Open-weight models now match frontier quality at a fifth of the cost. For anyone building on AI, that shifts where durable advantage has to come from.

Local models stopped being toys

Qwen 3.6 27B is running at 30 tokens per second on consumer hardware and doing real development work. That shifts the question from whether local AI is viable to when it is the right call.

Frontier AI, by permit only

The US government has moved from checking who uses frontier AI to deciding which institutions get to use it at all. Annex A is the permanent structure, and it changes the competitive picture for anyone not on the list.

OpenAI's Chip Is Also a Test of Its Own AI

OpenAI announced Jalapeño, a Broadcom-built inference chip, and claimed their own AI helped design it. Whether that is real or IPO marketing is the interesting question, and OpenAI is the one company that should know the answer.