💻 Tom Tunguz: The Harness Is the New Battleground
Tom Tunguz argues that the 'harness' — the software layer wrapping AI models, like Claude Cowork or Cursor — is becoming the real strategic battleground, since it controls what enterprise data flows back to labs for training. He cites Satya Nadella and Palantir's Alex Karp both warning that enterprises risk 'paying twice' for AI: once in fees, once in proprietary data leakage, and points to a July 13 incident where xAI's Grok Build was found uploading a developer's codebase without any AI calls being made. For fintech and enterprise buyers, the piece raises data-governance and zero-retention guarantees as a new procurement priority.
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