AI BriefingThe Economics of Tokens (10-minute read)
Key point
The AI industry is shifting from a vertically integrated structure to a modular ecosystem centered on Transformer and APIs, accelerating innovation.
Details
The AI industry is moving away from closed vertically integrated systems toward a modular ecosystem built on standardized interfaces such as the Transformer architecture and inference API.
This structural decomposition creates an environment where open-weights models can effectively compete with closed systems. Through this, the cost of the entire tech stack is being dramatically lowered and the pace of innovation is accelerating.
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