Palihapitiya notes Infosys cut revenue forecast as enterprises shift budgets from outsourced hours to controllable AI
“Infosys cut its revenue forecast this week. The reason it gave is that enterprises are moving their budgets out of outsourced hours and into AI they can control. The outsourcing model was built on billing by the hour, which only grows when the work stays slow and manual. So”
Palihapitiya says third-party harness plus model interchangeability changes enterprise risk profile
“This is a really good development. As model costs converge, the next likely step will be the use of independent 3rd party harnesses/control planes (8090 Software Factory, Palantir, Nous’ Hermes etc). A 3rd party harness + the ability to use any model quasi-interchangeably is https://t.co/GtB9aXKN3d”
Palihapitiya says third-party harness plus model interchangeability changes enterprise risk profile
“This is a really good development. As model costs converge, the next likely step will be the use of independent 3rd party harnesses/control planes (8090 Software Factory, Palantir, Nous’ Hermes etc). A 3rd party harness + the ability to use any model quasi-interchangeably is https://t.co/GtB9aXKN3d”
Palihapitiya argues four recent control planes govern model selection and cost but miss original intent
“On Control Planes… Four companies shipped an enterprise AI control plane in the last two weeks. They all do one thing well which is govern which model answers a request and what it costs. That’s a real problem and I’m glad it’s getting solved. But what none of them capture is”