agentic stacks
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 29, 2026 by Dave Morin · across every show →
Everything said about agentic stacks, oldest first
May 29, 2026 bullish
Founders are swapping frontier models for open-source to maintain margins
“We're also seeing founders that are running massive agentic stacks, and they're swapping out for open source models, like left, right, and sideways, because it's just like unsustainable for their margins. Like they just cannot pay these luxury prices.”