The Ledger
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Shevelenko: Codex and proprietary AI assistants will never run rival models
“So the one thing that Codex is never going to be able to support is running Gemini models. You know, they will always be in the GPT family. Same thing for, you know, Claude, like they're not gonna, you know, have GPT models. Gemini is not gonna have Grok model…”
Shevelenko: Hardware will matter more as software faces commoditization pressure
“Apple's always been an incredible hardware company, and I think, ah, this is, you know, an era where hardware will matter even more because software is gonna face waves of commoditization pressure.”
Shevelenko predicts powerful reasoning models will run locally on Mac Minis
“Well, I certainly think that as models get more powerful, you will certainly be, and as, you know, local CPUs get more powerful as well, you're going to be able to distill powerful reasoning models to a size where they can run on a Mac mini.”