Vibing vs Buying

In this episode, we get into current market news, including pending IPOs, hardware investment, and IBM’s AI-related announcement with Red Hat, and what this may mean for open weights models and hybrid AI. We also talk about hyper-compressed and ultra-quantized models, specialized hardware, and how memory, compute, and power limits are shaping what can run on device and at the edge. We examine the enterprise software implications and the economics of AI pipelines, including token budgeting, guardrails, human supervision, and the need for validation, governance, and operational control. Transcript: https://otter.ai/u/z-PbDS6v8w_4n2EeeyDPndqkJD8?utm_source=copy_url