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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Continued

TLDR AI — continued

OWNING VS. RENTING INTELLIGENCE

Fireworks CEO Lin Qiao uses this week's Mythos shutdown to reframe the open-model conversation from cost to control, arguing a company built on intelligence it didn't own suddenly found itself exposed to decisions it couldn't influence. The playbook Fireworks ran with Ramp, Cursor, and Harvey already proves a tuned open model matches frontier quality at a fraction of the cost, but the deeper question is who owns the intelligence your product runs on.

SHOULD YOU POST-TRAIN YOUR OWN MODEL?

General frontier models are the right starting point for 0-to-1 prototypes and understanding workflows, but for the handful of power-law use cases critical to a company's mission, product, and margin, the answer is increasingly to post-train your own model. Those use cases are where the differentiated data lives and where hard constraints on cost, latency, and reliability make a general model's single fixed tradeoff a liability.

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