The Linux analogy is spot on. From the telco side, I’ve watched this exact pattern play out with open-source network stacks — the technology was ready years before the enterprise wrapper caught up. Same story here: open-weight models at 3-month lag is incredible, but enterprise readiness at 2.3/5 is the real scoreboard. The licensing vacuum is especially brutal for anyone deploying AI at the edge or in IoT environments where model output ownership and liability get murky fast across jurisdictions. Whoever builds the Red Hat of open-source AI — the SLAs, the compliance layer, the boring but essential plumbing — will own the next decade. Phenomenal breakdown Raffi 📊
The Linux analogy is spot on. From the telco side, I’ve watched this exact pattern play out with open-source network stacks — the technology was ready years before the enterprise wrapper caught up. Same story here: open-weight models at 3-month lag is incredible, but enterprise readiness at 2.3/5 is the real scoreboard. The licensing vacuum is especially brutal for anyone deploying AI at the edge or in IoT environments where model output ownership and liability get murky fast across jurisdictions. Whoever builds the Red Hat of open-source AI — the SLAs, the compliance layer, the boring but essential plumbing — will own the next decade. Phenomenal breakdown Raffi 📊