Ben Lorica sits down with Evangelos Simoudis to unpack why open-weights models are closing the gap with frontier labs and pushing enterprises toward “corporate AI sovereignty.” They then apply an attenuation-funnel lens to AI coding tools — more code, but far less shipped software and usage growth — before turning to “neoconsulting,” the outcomes-based services model reshaping Accenture, Palantir, and the big Indian IT firms.

Subscribe to the Gradient Flow Newsletter 📩  https://gradientflow.substack.com/

Subscribe: Apple · Spotify · Overcast · Pocket Casts · AntennaPod · Podcast Addict · Amazon ·  RSS.

Detailed show notes and transcript, can be found on The Data Exchange web site.