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Infrastructure & sovereignty · Updated

The Open-Source Lesson for AI

Companies stay in control of AI when models, routes and the company-owned layer around them can move without losing the task, its history or its acceptance bar.

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OpenAI announced its intention to stop supplying models directly to Cursor after SpaceX acquired the company. Anthropic had already restricted Windsurf's direct access to Claude models in 2025. In 2026, Anthropic temporarily suspended access to Claude Fable 5 and Mythos 5 after a US government directive. Different causes. I expect more.

What remains under your control when the commercial relationship behind your AI tool changes?

I have seen an earlier version of this discussion.

I was involved in bringing Linux into the enterprise. Cost mattered in the move from Unix, of course. But what made it sticky was the community moving it forward together. Wider access helped more people understand how it worked. That created a virtuous circle.

That understanding improved how we used it professionally. Teams could examine the technology, test it, adapt it and share what they learned.

Later, InnerSource carried those open-source practices inside large organizations. It gave teams a way to share code and working knowledge across internal boundaries, and to contribute back.

The same lesson applies to AI. Options create freedom. Companies need to understand, operate and move the systems they depend on so they can choose when conditions change.

Three components matter here: an open-weight model, an open agent harness and model routing. The model handles inference. The harness gives it instructions, connects it to tools and data, applies permissions, keeps state and runs evaluations. Model routing selects the best available route for the task.

That route can run in different places. Local AI keeps inference on a device or infrastructure controlled by the company. A local neocloud adds specialist GPU capacity from a regional provider.

I wrote recently about model routing. This is where it fits: connecting local AI, regional neoclouds and hosted models.

The company also keeps control of what surrounds the model: its instructions, connections to tools and data, evaluation tests, and the context and memory built while work is in progress. These stay in portable formats and company-controlled storage. The goal is to change the route while keeping the task, its history and its acceptance bar intact.

Keep using hosted models where they meet the task's acceptance bar. Alongside them, qualify one route that you can inspect, operate, test and move.

Start with an AI-assisted task. Assume its route changes in 90 days. During those 90 days, evaluate the maturity of the alternative tools and test them against the same acceptance bar. Use what you learn to build the architecture, processes and teams to be ready when the time comes.

#WhereAILives #OpenSource

Carousel cover reading ‘Options create freedom’ with a vertical route connecting three nodes and a subtitle about staying in control when model access changes.
Three model-access changes with different causes: OpenAI and Cursor, Anthropic and Windsurf, and a US directive affecting Fable and Mythos.
The open-source virtuous circle moving from wider access to deeper understanding, better professional use and a stronger ecosystem.
InnerSource diagram showing two teams sharing, inspecting, adapting and contributing code across an internal organizational boundary.
The two open components at the base of the AI stack: an open-weight model for inference and an open agent harness for instructions, tools, permissions, state and evaluations.
Model routing connecting three inference routes: local AI on company-controlled infrastructure, regional GPU capacity from a local neocloud, and hosted models.
A portable company layer containing instructions, tools and data, evaluation tests, context and state, connected to local, regional and hosted routes.
Routing diagram showing a task moving among local, regional and hosted routes while its history and acceptance bar stay intact.
A 90-day readiness test: choose an AI-assisted task, define its acceptance bar, evaluate tool maturity, then change the route and test.

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