
80 – The Gate Swings: Government, Frontier Models, and the Open-Weight Counterstrike
Sep 1, 2026 - 1:04:01
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The SaaS multiples run was long, but it had to come to an end. Or Had it? Navigation: Intro Setting The Scene The Roots — This Didn’t Happen Overnight The Structural Thesis — Why This Isn’t Just A Sell-Off Th...