๐ Clouded Judgement: Own Your Weights
Jamin Ball's July 10 Clouded Judgement examines the 'own your weights' debate sparked by Palantir CEO Alex Karp's CNBC comments criticizing token-based AI pricing, weighing whether enterprises are better off owning or fine-tuning their own models versus renting capability from frontier labs. The piece frames this as a control, cost and performance trade-off with direct implications for how software companies architect their AI stacks. It's a useful lens for fintech infrastructure buyers deciding between proprietary and third-party AI dependency.
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