Why OpenAI Has No Moat & LLM Prices Will Collapse | Avinash Lakshman, Weilliptic

What if we are looking at the wrong layer? Avinash helped build Dynamo at Amazon, created Cassandra at Facebook, two of the most widely used distributed systems in the industry. Later he founded Hedvig, which was acquired for $225M with a team of under 15 engineers. Now with Weilliptic he is building the infrastructure layer for a world run by autonomous AI agents. In this episode Avinash explains why he believes open-weight models will win, why LLMs will become commodities, why Python will...