> If LLMs are electricity, harnesses are the “electronics.” (...) the harnesses will be the actual value providers.

Don't get ahead of yourself. Harnesses are not exactly rocket science and will be a commodity.

The real value providers here are the hardware, then the LLM as a distant second, and at a much larger distance the harness.

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conmod278 4 hours ago | parent | next [-]

https://www.latent.space/p/attention-interface

Labs are now post-training models with Harness so that Harness now gets absorbed into the weights.

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layer8 3 hours ago | parent | next [-]

I’d say that harnesses almost by definition are the parts that you want to keep customizable. That won’t get absorbed into the weights.

	▲	datsci_est_2015 an hour ago \| parent [-]
		Depends on your product strategy. If you only care about how your model will be used in the context of a harness (perhaps, specifically the harness that you designed), then the incentive is plainly there to optimize the weights within the context of the harness.

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goosejuice 3 hours ago | parent | prev [-]

My naive intuition is that as harnesses converge on shape and models improve the first party advantage will mostly disappear.

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gritzko 3 hours ago | parent | prev | next [-]

Either part can be branded a "commodity" or a "sovereign privilege" depending on supply and demand.

Solar goes all the way up => power is commodity.

Some hyperscaler goes bankrupt => hardware is commodity.

Models get real good => output is a commodity, no profitable problems to solve anymore.

Open source models get good => models are commodity.

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theturtletalks 4 hours ago | parent | prev | next [-]

I was saying more the custom skills and extensions that make the harness not a commodity. Yes people will use Claude Code, Codex, or Pi but their customizations will make their harness unique and more powerful.

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romanhounds 4 hours ago | parent | prev [-]

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