Jamin Ball

“Jamin Ball's framing: "Open weights were a cost lever and the 'license' was the discount." At 2.8T parameters that lever mostly disappears.”

“The real moat was the hundreds of workflows built around the system of record. Swapping meant rebuilding every workflow in the critical path, a cost that almost always exceeded the value of switching.”

“The real moat was the hundreds of workflows built around the system of record. Swapping meant rebuilding every workflow in the critical path, a cost that almost always exceeded the value of switching.”

“I think it comes from a guy, an altimeter, Jamin Ball. But he just said, if you're a software company or an AI company of any kind, you have to be in the token path.”