many should train their own models and raise as much money as they can sdan.io/blog/intelligence-ar… or none at all
New blog post:
Cursor, Devin, and every app effectively are RL environments. Every session is "free" rollout for training. Serious AI cos will start training their own models soon. Not just for margin but Token Factor Productivity - economic value provided to users per $1 spent; which is why CC and Codex on sub plan is so good and retains well. Hard to do for apps not running inferencing at-cost. More:
sdan.io/blog/training-impera…
someone will rebrand data labeling as tastemaking and turn the economy into a RL environment — maybe a significant portion of digital labor being sectioned/hired for such things similar to fdes
Jun 25, 2026 · 6:06 AM UTC
