Yann Ranchere

The benefits of abundant intelligence will accrue far outside of San Fransisco. Spent the last year writing about capital, sovereignty, and the coming reordering of economic power. THE COMMANDING HEIGHTS Commanding-Heights.com

every product i use should just be a headless mcp, that feeds into an agent, where i never have to think about anything underneath. except for our product, of course. in our product, customers love the ui and love us very much. we're special that way.

lot of people making stuff up so here's some more context you can imagine there's hidden enterprise demand for open source models that isn't visible but if you look at the top inference providers that aggressively go after this business, they have shared some numbers and they are all roughly the same size as us. and at best there's 5 of them if you think enterprises are self hosting inference on their own GPUs, there are so few people who can run reliable inference and they get paid a lot and work at ai labs. and if they really want sovereignty they're not getting that by leasing GPUs from a third party the root point here is this is entirely the wrong way to look at things, you just have to look at products how many products exist with a lot of traction that can use open models? this is what creates demand, it's not some magic thing that grows on its own OpenCode is one of those and we do see a lot of enterprise inbound. but it's so early, all of these companies are just starting to look at mixing in some OSS inference so yes demand will probably go up in the future but everyone in this industry is investing resources in preparing for that future. and so few people are building the products that will make it happen

ok to put what i'm saying about demand in context openrouter is the most successful model router, you can almost serve 100% of their deepseek traffic yesterday on a single GB300 rack this is worth 6-7M...even if there's 10x this demand secretly that's still < 100M of compute

In the age of agents, systems of record have never mattered more. They’ve also never been less prepared for what’s coming. Today, we’re announcing @attio's hybrid architecture, with the controls of application software at the scale of infrastructure. To agents, Attio looks like a database, queryable in SQL - a language they're RL’d on. Unlike a database, the business logic, policies, and compliance sit behind the query. This makes all of Attio’s data accessible by agents in the most powerful and flexible syntax. It gives GTM teams an order of magnitude more value from their time, with the full power of agents working across the entire customer lifecycle. A new shape of software is here. attio.ai/architecture

ChatGPT launched their version of Generative UI yesterday. We took it apart tldr; the agent never write raw code. It emits DIL (a new language), the server compiles and streams it, the client renders it using a component set so that it feels native

Day 2.4/ Decisions API is live. We will use this ourselves to improve the experience for everyone in many fun ways. Realtime general classifier does open some great possibilities.

A Semantic Layer is something that has accompanied me since the start of my business intelligence career, and it hasn't gone away. Today, with agents and everything 'context'—the semantics and its layer, where you can clearly define your business logic, is crucial. That also means you need a truly open-source semantic layer that not only has a YAML syntax, but a sophisticated definition language to express multi-stage queries unambiguously.

A pretty big change is that Pi now has MCP at the core. How is this even possible? What made us change our way? earendil.com/posts/you-said-…