AI Is Producing More Code, but Is It Producing More Value?

from The Data Exchange with Ben Lorica · host Ben Lorica

Ben Lorica sits down with Evangelos Simoudis to unpack why open-weights models are closing the gap with frontier labs and pushing enterprises toward “corporate AI sovereignty.” They then apply an attenuation-funnel lens to AI coding tools — more code, but far less shipped software and usage growth — before turning to “neoconsulting,” the outcomes-based services model reshaping Accenture, Palantir, and the big Indian IT firms.Subscribe to the Gradient Flow Newsletter 📩 https://gradientflow.substack.com/Subscribe: Apple · Spotify · Overcast · Pocket Casts · AntennaPod · Podcast Addict · Amazon · RSS.Detailed show notes and transcript, can be found on The Data Exchange web site.

Episode metadata supplied by the publisher feed · Published Jul 11, 2026

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Ben Lorica sits down with Evangelos Simoudis to unpack why open-weights models are closing the gap with frontier labs and pushing enterprises toward “corporate AI sovereignty.” They then apply an attenuation-funnel lens to AI coding tools — more code, but far less shipped software and usage growth — before turning to “neoconsulting,” the outcomes-based services model reshaping Accenture, Palantir, and the big Indian IT firms. Subscribe to the Gradient Flow Newsletter 📩 https://gradientf...