Many tasks are reaching 'intelligence saturation', where more model capability adds nothing, which pushes those workloads toward open-source and inference providers. Listen
His examples: a tax return is either filed correctly or not, and a hammer only needs to drive the nail. He expects more open-source usage and strong inference companies as a result. He added that the labs are structurally cost-advantaged in compute, users and ways to subsidise, so open source will be a big part of the market but will not dominate.
“Once you have filed it correctly, throwing more intelligence at that problem, doesn't do you any good.”