Notas del episodio
OpenCode began as an open-source coding agent. Now it is selling model access, negotiating directly with suppliers and preparing to reserve its own GPU capacity. That puts it on a collision course with OpenRouter, the model marketplace Stripe has agreed to acquire for a reported $8 billion.
This episode follows this new shift in the industry and what Ox Alpha showed about the value of distribution: the company controlling the workflow may influence which models win long before a developer opens the model menu.
*Watch it.*
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