This feels like the right approach. Decagon’s workflows are now roughly split 90% open source, 10% closed source. It is quite impressive how far fine-tuned open-source models can get you, and at the same time you do need a minimum amount of frontier tokens for new or novel projects.
Re humans vs tokens, it's very much a positive sum situation. Having the right balance means effectively hiring a ton of output you couldn't have previously.
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Suspect we will start to hear about a “Pareto optimal” balance of computationally efficient humans, cheaper open-source tokens and frontier tokens.
Our internal AI spend @Atreidesmgmt will be roughly 100x higher in August 2026 vs. March 2026. Still roughly doubling every month. Note that is before Grok Bot moves to consumption pricing which will likely create a step function when it happens (at least for me).
AI means that scale has become more important to investing imo.
I think there will be a minimum token spend required to be competitive in most knowledge based industries.
The “compute inequality” referenced by Sholto in our discussion.
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