OpenAI IPO: Own the Harness, Not the Model

For deeper playbooks and analysis: https://natesnewsletter.substack.com/What's really happening inside the OpenAI and Anthropic IPO story?The common story is that public markets are pricing better AI models — but the reality is that investors are also betting on the work layer around those models.In this episode, I share the inside scoop on the trillion-dollar AI bet:- Why cheap tokens alone do not capture the value- How harnesses turn raw intelligence into real work- What forward-deployed engineering reveals about deployment- Where companies should own the AI work layerFor operators, builders, and executives, the takeaway is direct: using AI tools is useful, but durable leverage comes from owning the harness around the model.Subscribe for daily AI strategy and news.Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.