Will big labs really refuse to sell on-prem year-old models? Sovereign AI bets questioned

Afinetheorem · x · 2026-11-01

Questioning the "sovereign" second-best AI thesis, the author bets the big 3 labs will eventually offer on-prem deployments of year-old models in enterprise contracts. Restrictions will likely apply to frontier models only. He also notes complementarities between frontier and non-frontier models (e.g., agentic coordination) shape the picture.

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