AI just represents a new class of business, that doesn't need consumers or revenue or business plans.<p>Traditionally you want to build a moat with name recognition, established customer base etc. OpenAI has absorbed huge losses to serve consumers at below inference cost.<p>But its not clear if that has advantaged OpenAI or not. Turns out most AI customers are only loyal to the most intelligent model. So if a competitor releases a better model, the shift away can be extremely rapid.<p>So SSI probably is a bet on that, to just develop the model in private, and not waste time and energy on deployment, name recognition, go to market, enterprise sales etc. Have a decisive model advantage, and customers will crash your door trying to get it.