Baldwin Builds · The Landscape
The Frontier Read
What buyers actually ask about AI, versus what the internet argues about.
Public info and personal opinion only. Nothing from inside the building.
I sit in AI conversations for a living. Here's the gap nobody posts about. The internet argues benchmarks and timelines. Buyers ask three questions. Where does my data go. What does this cost at scale. Will it work with the mess I already run.
Every lab is racing to win the first conversation, the demo that drops jaws. Deals get decided in the second conversation, the one about trust, cost, and plumbing. Each lab has a lane, and the honest read is that the lanes matter more than the leaderboard.
So watch the boring announcements. Pricing pages, partnerships, and hardware deals will tell you more about the next two years than any keynote.
The model race is loud. The distribution race is quiet. The quiet one decides it.
Everything here, sent straight to you.
New builds, scouting notes, the occasional strong opinion. It goes out when there's something worth sending, not because a calendar said so.
Found me on X, LinkedIn, or YouTube? This is home base.
That did not go through. Try again in a moment.
No spam. Leave whenever.