Kevin A. Bryan(@Afinetheorem):If the houses you could rent improved every six months as a result of billions of capex, and ones you owned had to be manually repaired, this might not be a good idea. Internally "built" AI (e.g., finetune of an OS model that's already out of date) is not a competitive advantange

Kevin A. Bryan

@Afinetheorem

Assoc. Prof. of Strategy, U Toronto Rotman | Chief Economist, CDL Toronto | Co-Founder, AllDayTA | Ars longa, vita brevis, occasio praeceps (especially now)

参加 February 2015

20 フォロー中 24K ファン

Kevin A. Bryan@Afinetheorem

2026.08.24 21:09

If the houses you could rent improved every six months as a result of billions of capex, and ones you owned had to be manually repaired, this might not be a good idea. Internally "built" AI (e.g., finetune of an OS model that's already out of date) is not a competitive advantange

Charles Rollet@CharlesRollet1

2026.08.24 16:44

NEW: Thomson Reuters wanted to rely less on Claude. So it built its own AI model off Alibaba's Qwen. TR's CTO says using frontier labs for intelligence, instead of building on open source, is like renting a house.