Open Models Are Eating the Frontier: Laguna S2.1, Inkling & Kimi K3
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The Consolidation Prediction Was Wrong — Here's What's Actually Happening The conventional wisdom heading into 2026 was straightforward: AI training costs would force consolidation. Fewer labs, bigger bets, winner-takes-most dynamics. That prediction has not aged well. What we're actually watching is the opposite. More organizations are training frontier-class models and releasing them openly, not fewer. The demand for inference tokens is growing faster than efficiency gains are reducing costs,…
1Key Takeaways
- The Consolidation Prediction Was Wrong — Here's What's Actually Happening The conventional wisdom heading into 2026 was straightforward: AI training costs would force consolidation.
- Fewer labs, bigger bets, winner-takes-most dynamics.
- What we're actually watching is the opposite.
- More organizations are training frontier-class models and releasing them openly, not fewer.
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3Why it matters
Coding AI shifts how fast software ships and how much human review each change needs. DEV — ML reports that the Consolidation Prediction Was Wrong — Here's What's Actually Happening The conventional wisdom heading into 2026 was straightforward: AI training costs would force consolidation.
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