Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now

AI competition has shifted from frontier models to products and distribution, while China's cheap open-source adoption threatens U.S. infrastructure economics.

• Model wars end, product wars begin: Meta's Muse launch shows benchmarks no longer matter — Zuckerberg says average users don't choose models, just want something that works.
• Microsoft goes model-agnostic: Copilot rebound (information report: Charles LaMagna convinced Nadella to drop 'model monogamy') plus Maya 300 custom chip let Microsoft hedge the 'cone of uncertainty' around AI demand.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.