In early October 2026 I posted a series of X micro‑posts (Oct 7‑8) drawing an airline‑mileage analogy to AI model commoditization and urging a strategic shift toward owning user context‑memory layers.
- United’s MileagePlus was appraised near $22 B in 2020 while United traded near $10 B.
- In early 2025 we debated whether AI labs would become the airlines of the industry: high‑cost, low‑margin businesses with undifferentiated products.
- Strategic decision: prioritize building and owning user‑context/memory layers because "whoever holds the memory will accrue value."
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- Event promotion: apply to attend #Reverie2026 where Gerred Dillon will discuss omitted GPU specs (network topology, training vs inference demands).
- "What if AI models have just reached commodity status?"
- "Planes were the commodity but miles were the asset."
- "If you extend the analogy, the model is the plane and the user's context is the miles."
- "Whoever holds the memory will accrue value."