Open source models currently represent 30% of token consumption but will grow to 30-50% as enterprises exploit 9:1 cost savings, though frontier models remain essential for novel use cases.

Enterprises are building custom AI-powered frontends (e.g., Vercel's Salesforce UI) while keeping systems of record, creating demand for authentication and connectivity layers like Vercel P…

CISOs enforce zero data retention policies and distrust model providers; supply chain attacks (e.g., Axiom library hack) highlight vulnerability, creating demand for authentication, secret…

Without continual learning, AI agents remain stuck in 'intern mode' requiring human hand-holding; solving it would be 'insanely profitable' by enabling flexible, long-range autonomy, though…

Physical AI constraints (battery, edge compute) favor fine-tuned, task-specific models over general foundation models, leading to a SaaS-like explosion of vertical robotics companies rather…

Cowboy Space targets 20,000 satellites at 1MW each (20GW total) using optical links and usable upper stages, creating a dramatically larger commercial space market than communications or im…

Government model testing infrastructure is being rebuilt rapidly; political incentives now favor hands-on regulation of cyber, bioweapon, and other risks, creating compliance burdens and po…