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AI Economics & Business Models · Premium inference and token-cost-to-zero models reshaping AI service margins
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AI Agentstailwindscore 9/10max cook
Agentic AI transforming work end-to-end; keyboard/mouse dying for natural language interaction
Every major tech wave changes how humans interact with compute; agentic AI will replace app-centric workflows with few super-apps where everything plugs in via APIs/MCPs, making natural lan…
Open Source AItailwindscore 9/10max cook
Open model adoption accelerating in enterprise; zero-sum open vs closed framing misses routing future
Enterprise open model token share grew from <1% to 10% in months (Factory data), headed to 50%+ by year-end; Decagon runs 90% workloads on open source for production latency/fine-tuning nee…
SpaceX launch dominance creates railroad-like moat; orbital data centers emerging on Starship
SpaceX's Starship provides by far the most cost-effective launch, unlocking asteroid mining, lunar resources, and comms — every space business must go through SpaceX. StarCloud building Sta…
Enterprise AI Adoptiontailwindscore 8/10reine
Enterprises waking up to AI value chain; Mercedes-Benz deploys foundation models in-car
European enterprises are moving from experimentation to deployment, demanding measurable outcomes (Liquid AI powering Mercedes-Benz intelligence). Factory sees rapid open model adoption for…
New chip architectures targeting premium inference and space; CPU:GPU ratio shifting to 1:1 for agents
Sonova's SM50 RDU delivers trillion-parameter model inference at full precision faster than GPUs at fraction of cost/power. AMD sees CPU:GPU ratio approaching 1:1 for agentic workflows. Sta…
Premium inference and token-cost-to-zero models reshaping AI service margins
Sonova's premium inference enables running largest models at full precision faster, letting providers charge more at lower cost. Liquid AI drives token costs toward zero, shifting value to…
AI Infrastructuretailwindscore 7/10max cook
Data infrastructure companies (Snowflake, Databricks, Datadog, MongoDB) riding AI app production wave
Public and private data platform companies tied to AI application development growth are performing strongly as the AI app layer expands; same dynamic expected to continue with MongoDB and…