Why the shift from tokens to services changes the business
a1zhang · x · 2026-07-20
A brief take on the business shift from selling tokens to selling services.
- The author argues this changes the frontier lab’s role substantially.
- More integration risk moves onto the lab side.
- More of the actual customer-facing business also shifts to the lab.
- They suggest systems integrators and consultancies may end up capturing part of this layer.
More from AGI Musings
- AI may make digital work infinitely leveraged while offline life gets more human — illscience · 2026-07-22
- Better AI math could save researchers time by killing false conjectures earlier — prateekj · 2026-07-22
- AI’s economic forecasts are split by nearly a quadrillion dollars by 2035 — bittingthembits · 2026-07-22
- Open source is becoming tech’s soft power, says Kevin Xu — kevinsxu · 2026-07-22
- OpenAI should keep giving more people access to more powerful AI — jxnlco · 2026-07-22
- Teen boys are forming AI girlfriend relationships, and critics fear real-world effects — KeanuRave100 · 2026-07-22