> 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.
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.
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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https://www.latent.space/p/attention-interface
Labs are now post-training models with Harness so that Harness now gets absorbed into the weights.