Invest Like the Best with Patrick O'Shaughnessy · Tuesday, October 27, 2026
Cliff Sosin discusses the trajectory of frontier AI models, pointing out that as tasks are mastered and evals are saturated, the underlying technology undergoes rapid commoditization. He questions whether the market size for super-elite intelligence will remain large once good-enough intelligence becomes extremely cheap.
“Certainly the trend has been rapid commoditization of these... things, if you were to look at the rise of Chinese models and every step. And at a minimum, the cost has been collapsing.”