Custom Enterprise Models Could Be the Next Big Business
soumitrashukla9 · x · 2026-07-17
A discussion explores how a company named thinkymachines might eventually out-earn Anthropic. Instead of building a single unified frontier model, the strategy is to become the "Palantir/FDE" of custom enterprise models.
The proposed playbook is:
- Release the best US open-weights model;
- Drive massive enterprise adoption;
- Charge large enterprises 7 to 9 figures for post-training and deploying custom models behind their own firewalls.
This prediction relies on three assumptions: large enterprises will increasingly need their own models; they won't rely on a single model but will continuously customize them for different departments and workflows; and autoresearch will make custom model development highly scalable.
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