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Field reports > feed reports. A lot of AI “analysis” today is just the same circulating threads from people with zero primary access... but a lot of confidence. The result is a market-wide group chat that ends up driving the narrative. Careful! that narrative would have led you to believe in '23-'25 - OSS foundation models will never matter - no value in the AI app layer - scaling pre-training is all there is - scaling pre-training is at an end