Two of the largest compute owners on Earth just became landlords. The tell isn’t that scarcity is ending — it’s that owning the biggest model and the biggest cluster was never the moat. The moat is the harness bred around the model.
The Model Is Not the Moat — Closelook Heresy XI
Own Your Own Weights, Own Your Own Harness — and why the frontier labs may become suppliers, not platforms.
