The Last Moat: What Happens When Intelligence Is Commoditized
const_reborn · x · 2026-08-19
This deep-dive article, written from a 2028 perspective, describes a fictional scenario where the Meridian lab's Tessera T2 model is trained on a distributed network of 14,000 GPUs globally at a cost in the low eight figures. The core thesis argues that the moat built on centralized compute ownership will collapse as closed-source capabilities leak into open weights via distillation and replication. As intelligence becomes commoditized infrastructure, the article suggests that new moats will shift to network effects and coordination technologies, using metaphors of ancient defense structures to explore how business and society might restructure in this new era.
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