Infrastructure and Ecosystem are the Real Core Assets for Low-Cost AI Iteration

tarantulae · x · 2026-09-01

Commenting on models released by AI labs, a viewpoint suggests that the true core asset is not the specific model checkpoint, but the infrastructure and ecosystem accumulated from training hundreds of models over the past two years. This capability enables labs to perform rapid, repeated iterations and experiments at a fraction of the cost incurred by others.

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