Saanya Ojha, Partner @ BCV
Open models are gaining real market share (62% of tokens on Vercel), frontier labs continue scaling profitably, data center backlash reflects a broken economic bargain rather than AI skepticism, Z ai's anonymous Ox Alpha launch was a brilliant marketing play, Nvidia faces physics-based constraints at $96B quarterly revenue, and Salesforce embedded in Claude signals the emergence of headless SaaS where AI agents interact with systems while humans disappear from the interface.
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Topics: AI (Horizontal) · AI Infrastructure · Enterprise Software
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