BREAKING: Apoorv Agrawal (@apoorv03) of @AltimeterCap says there are "four seasons" in AI: "They're called OpenAI, Anthropic, SpaceX, & Google." "So if you're a CIO, CEO, if you're about to make a multi-million, billion-dollar decision of which lab to build your intelligence on, plan for the climate, not for the weather." What does that mean? "That's multi-model routing. That's evals. That's thinking about post-train custom models." "You'll have a portion of your workloads going through open source, as @thejessezhang from Decagon wrote very eloquently. A big portion of their volume goes through open source, ~90% now." "And then the frontier stuff, discovering new use cases, will always go through the most intelligent models." "Planning for that multi-model world, planning to not get stuck in one regime, is the climate."