The core question
Open-source AI reduces license costs, but businesses still pay for GPUs, engineers, serving, monitoring, data, security, and maintenance.
Self-hosting, fine-tuning, inference servers, licensing, and maintenance.
Open-source AI reduces license costs, but businesses still pay for GPUs, engineers, serving, monitoring, data, security, and maintenance.
Self-hosting costs, inference volume, fine-tuning cycles, model quality, latency, hardware utilization, and operations burden.
Compare hosted API costs with self-hosted all-in costs at your actual volume.
Are hyperscalers spending faster than AI revenue can catch up?
Who profits when everyone else buys GPUs?
Can software margins survive expensive inference?
Why fast revenue can still hide dangerous compute burn.
When do autonomous agents actually save money?
Which AI consumer apps can keep paid users?
Will AI answers grow or shrink advertising revenue?
Free models are not free to run.