







Our first open model economy research note for paid subscribers.
There is NO Open Source Business Model
Preface: It has been brought to my attention by friends and trusted advisors that a valid interpretation of my point below is that open…

Open models in perpetual catch-up
The open-closed gap, distillation, innovation timescales, how open models win, specialized models, what’s missing, etc.

There is Still NO Open Source Business Model
I wrote a blog post two years ago called There is NO Open Source Business Model. In it, I argued that open source software is really about…


Open models are decelerationist - Erlend’s notes
people and planet need open models to win
The Secrets of Successful Open Source Business Models
Finding the right model for your open-source startup

OpenAI to release open-source model as AI economics force strategic shift
OpenAI plans to release its first open-weight AI model since 2019 as economic pressures mount from competitors like DeepSeek and Meta, marking a significant strategic reversal for the company behind ChatGPT.

Fueling Open Source with Vibes & Money
Economists think Open Source is a business model. Devs know better, and fund it accordingly.

AI's Economics Don't Make Sense
If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s finances,

Open-Source AI & Open Models Reading List
How to get up to speed on open models and their implications.

8 Graphs Telling Today's Story of Open Models
What comes next with open models
Markets, capabilities, cope, and bewilderment in the industrialization of language models.

Business Model Innovation - an overview | ScienceDirect Topics

Marketplace - Business News & Economic Stories for Everyone
Marketplace raises the economic intelligence of the country through the unorthodox story, casual conversations and unexpected angles on the news.