If you’re the CEO of any software company and you’re not offering open-weight models as a SKU right now, you’re asleep. “Pace the frontier” may be the greatest invitation software incumbents have ever gotten. While the labs debate how quickly intelligence should advance, software companies should be racing to commoditize the intelligence we already have. Pharma and banks are already picking up open weight models partly for margins, partly because a revocable lab API is a dependency they increasingly don’t want!!! AI natives and tech companies that care about COGS are doing the same. Most software companies that tried had failed attempts because the open weight models sucked. But now open weight models are good enough. I believe that every major software company should become a model factory for its vertical: own the evals, post-train open weights on the workloads it uniquely sees, serve those models to its customers, and use production feedback to continuously improve them!