Frontier Models as CapEx, Open Models as OpEx: Where AI Token Spend Is Heading
curious_vii · x · 2026-10-28
curiousvii shares a framework for how AI token spend will split: frontier model tokens act as CapEx, spent pushing the capability frontier, while open model tokens become OpEx once a capability matures and is well understood.
Quoting @GauzziLucas: use frontier models to build, open models to run the business. The take maps model selection onto corporate finance logic — frontier exploration is an investment, mature workloads get migrated to cheaper open models.
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