Our first model-kernel combos

October 12, 2026 · compute, models

The joule-to-prediction supply chain

The world is rearranging itself around compute. If you can throw enough reliable prediction at a problem, a surprising fraction of it becomes solvable. Some of those problems have immediate financial incentives baked in (coding, trading, cyber), while others don’t (basic science, public infrastructure, education, climate). The incentive gradient is uneven, but the method is the same: turn energy into predictions that change the next action.

Open models are already good enough for something like 98% of the tasks people actually use AI for; drafting, search-shaped reasoning, glue code, triage, tutoring, light agents. The frontier still matters, but for most work the bottleneck is that can I run a good enough model frequently and fast?