Chamath: Enterprises to Race for Independent Model Control Layers in Next 36 Months

FinanceYF5 · x · 2026-08-19

Chamath predicts that as model costs drop, enterprise competition will shift from choosing models to controlling the layer above them. In the next 36 months, independent control layers like 8090 Software Factory, Palantir, and Hermes will become standard to allow easy model swapping, focusing on preventing data/IP leaks and retaining sovereignty over corporate knowledge.

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