Prioritizing Application Layer Value Over Model Architecture
The AI ecosystem is currently stuck in a false choice between open and closed models. Aaron Levie, CEO of Box, argues that this framing ignores the underlying economic reality: the real value in AI is not the model itself, but the inference and the application layer. By viewing open-weight models as a threat, frontier labs are missing an opportunity to accelerate their own adoption and stabilize their ecosystems. For enterprises, the path forward is not betting on a
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