6 posts
HappyHorse topped the video generation leaderboard overnight, yet no one knows who built it. Domains were squatted, HuggingFace repos were occupied, and its origins remain hotly debated. More interesting than the hype is the hardware and business logic behind the growing demand for private text-to-video deployment.
How do open-source models make money? Run the numbers on DeepSeek and it becomes clear: model companies and cloud providers are becoming two sides of the same coin, and open source is currently the most efficient customer acquisition channel.
Programming and content creation are two diverging paths. The moment Seedance 2.0's API opened, my social media feed exploded. Agent-to-agent is 100x more efficient than meetings. You can finally play ball without talking business.
AI has driven software production costs down to the level of a few thousand dollars and a few days. The bidding system, built on information asymmetry and commoditized comparison, is losing its foundation. It's the same playbook as the LLM market collapse last year.
When production and distribution costs both approach zero, platforms explode. The short video industry proved this once; now the software industry is replaying the same story. The OpenClaw phenomenon is worth watching.
Thoughts after helping people install OpenClaw: the OpenClaw experience depends on the execution capability of the model behind it, and the best model experience right now is on coding agents like Claude Code.
