He argues existing corporate leadership can implement these transitions independently.
why do you need a PE firm to force you to do this lol
I give it a year until we see a new breed of AI native private equity firms that acquire companies just so they can move their workflows from Claude to open source Chinese models and flip them.
Positive users agree PE firms can cut costs by switching companies to fast-improving open-source models, while negative users argue switching costs and quality losses make the move unjustified.
@citrini Bankers foaming at the mouth to put an EBITDAC (Earnings before Interest, Taxes, D&A, and Claude spend) bridge in the appendices of their CIMs and marketing businesses on that figure
@citrini You need to update your timeline:
@citrini Unfortunately I think you are two steps ahead my friend
I know someone who manages the agentic orchestration in a PE backed company that is buying out traditional competition in the space and firing/automating once acquired (they have a flywheel going that incentivizes competition to sell for favorable prices).
The big differentiating factor is not just token spend, but moving parts of the workflow to static processes. These static processes have oversight by AI systems. When the process breaks/workflow changes, it kicks back up into a token based workflow. Moving work to static pipes (with oversight) is one of the main differentiators of competitive advantage and is a huge driver of bringing costs down as these pipelines are many orders of magnitude cheaper to run when they are spinning.
They essentially have an embedded startup within their company that builds out the technology framework for doing this.
@citrini Only if the U.S. doesn’t ban the models first, which is coming btw
Probably coincides closely with whenever the administration takes a controlling stake in Anthropic
@citrini
@citrini Chinese AI will be banned in the U.S in yhe next couple of years.
@citrini Did you miss this from a few weeks ago? https://www.semafor.com/article/04/29/2026/house-committee-probes-cursor-parent-airbnb-over-chinese-ai
@citrini The Chinese aren’t even leading on open source anymore 😅
@KaelZorath @citrini If it is open source, running on US servers what would be the problem?
@citrini @Shaughnessy119 , you ghost writing Citrini's acct now?
@citrini @jnconkle this is so true
@citrini @grok perform comprehensive analysis and tell me 10 examples where this is planned or already happening. Check all related prospectus or investor docs that mention this
@citrini I've seen strong aversion to Chinese models in the enterprise. I wonder if cost alone will be enough to change that.
Huge opportunity for Meta to get their shit together and fill that gap for us.
@citrini My strategy plan 🚀🚨 🔻 ⬇️
@citrini works… until the chineese block your entire business model overnight. yeah, not likely! no one builds their business on this ha!
@citrini 🚨Breaking: Strait of Hormuz is officially shut down for everyone
Oil, oil services, defense, and LNG stocks are expected to move higher if Hormuz disruptions continue.
Details are as follows 👇
@citrini Bending Spoons with a Deepseek flow
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He argues existing corporate leadership can implement these transitions independently.
why do you need a PE firm to force you to do this lol
I give it a year until we see a new breed of AI native private equity firms that acquire companies just so they can move their workflows from Claude to open source Chinese models and flip them.