Enterprises Will Build In-House Open-Source LLM Stacks
ai · x · 2026-07-15
Sharing Hadley's investment thesis:
- Over the next few years, enterprises will train, deploy, and maintain numerous open-source LLMs on their own cloud infrastructure.
- He believes there will be significant opportunities for the toolchains built around this trend.
- This isn't just about model capabilities; the focus is squarely on enterprise adoption and infrastructure.
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