When we started Applied Compute this was our thesis in a nutshell.
"Companies need to turn their workflows, domain knowledge, and accumulated judgment into AI systems that improve with each use. Private evals should capture whether a model is actually improving against outcomes that matter to the business (not just external benchmarks!). Private reinforcement learning environments should let models grow stronger on real traces from inside the organization. Its knowledge base makes institutional memory queryable and use of tokens more efficient.
This loop becomes the new IP of the firm. I think of it as a hill climbing machine. And unlike most assets, it compounds. Every improved workflow generates better training signal, which accelerates the accumulation of tacit knowledge unique to the firm. The companies that build this early will have an advantage that is hard to replicate, regardless of any new individual model capability."
http://x.com/i/article/2065582894790365184



