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Jackobrien

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Co-Founder of Subconscious.dev

Inference Systems Designed for Agents

https://subconscious.dev https://thejackobrien.com

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Now you’re the product three times: you pay, they steal your dada, they show you ads. Have to make money somehow

The giants knew this was coming, and soon 95% of AI tasks will be able to be done by open models (coding, research, cowork style work). So why pay a premium? Why use them at all? This leaves the labs with two options:

1) push the frontier in a way only massive scale can, and cash in on it (mythos level cyber security, recursive training, frontier science work). There’s big money for never before possible capabilities.

2) own the app layer with their edge in reputation and powered by their infrastructure. Be apple where everyone else is Linux. Do design, coding, research, SMBs, legal, finance, healthcare and more (they are doing all of this).

Will it be enough to justify a Google level valuation? We’ll see how fast they can push it.

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