guy selling post trained oss models: if you don’t own your models you don’t own anything
guy selling harness on top of models: if you rely on one model you are cooked
guy selling tokens: instead of manually prompting your models just put them in a loop where they prompt themselves
1) Both are exploding at the same time. Growth of one does not eat into the growth of other. More and more people are consuming tokens, and existing users and agents are consuming more tokens. This is the best sort of growth. It’s like the growth of milk chocolate in 1800s
2) The models of these companies sit at number 4 and 5 (or even below if you add recent open source models). xAI got the deal done due to the SpaceX IPO and Meta probably wants to get investors ready for even more capex in the coming quarter.
open source vs closed source debate is rebooted every decade -
90s: Databases - SQL Server vs MySQL
2000s: OS - Windows vs Linux
2010s: Mobile OS - Android vs iOS
2020s: Models - OpenAI / Anthropic vs Kimi / Deepseek
2030s: ???
I've been shouting about this for over a year….
The Frontier models need to win the application layer and they're going to do that by giving free tokens to startups and discounted ones to large companies in order to steal their IP, innovations, and businesses
The only way to fight this is to use open source software
Codex Desktop doesn’t maintain backward compatibility with older Codex CLI versions.
This completely breaks remote connections because my local Codex Desktop is running on a different version than my devbox’s CLI version.
@thsottiaux can you please look into this? In my case Codex CLI version is handled by my org’s internal devtooling team who doesn’t update the version as frequently as you guys ship.
$META has been sidequestmaxxing lately
- new cloud business?
- arena: prediction market app
- cheaper $299 glasses released last week
- (rumoured) 3 more smart glasses to be released this year
- subscriptions in instagram & whatsapp
- meta business manager & agents
Codex Desktop doesn’t maintain backward compatibility with older Codex CLI versions.
This completely breaks remote connections because my local Codex Desktop is running on a different version than my devbox’s CLI version.
@thsottiaux can you please look into this? In my case Codex CLI version is handled by my org’s internal devtooling team who doesn’t update the version as frequently as you guys ship.