/Tech2h ago

AI Competition Shifts To Productization As Open Models Catch Up On Data

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Original post

rohit@krishnanrohit#1315inTech

Slowing yes dramatically no. Open models will catch up, it's not distillation that's the secret sauce, it's just data.

Era of model productization is here now, which includes specialist models and yes better orchestration.

@krishnanrohit 2. Do Google and OpenAI respond by dramatically slowing releases?

3. Are open models N months behind because distillation, or do they catch up?

4. If capability stops being the dimension to compete then efficiency is, right?

4:49 AM · Jun 13, 2026 · 951 Views

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rohit@krishnanrohit

Anthropic won't break up. And alphabet won't spin out GDM, now even more so.

Def will hurt capex on the margin, cost of capital just went up.

@krishnanrohit 5. Does Anthropic break up?

The operational burden on base models (all US staff) seems bad for specialists and orchestration layers.

6. Does Alphabet spin out GDM since this could be crazy disruptive if more regs come out like this?

7. Does this efficiency push hurt capex?

1h52510

@krishnanrohit 5. Does Anthropic break up?

The operational burden on base models (all US staff) seems bad for specialists and orchestration layers.

6. Does Alphabet spin out GDM since this could be crazy disruptive if more regs come out like this?

7. Does this efficiency push hurt capex?

2h3881