@Dan_Jeffries1: Closed and gated surveillance economy SaaS systems and models will get replaced by open source in two tiers: - The mode…
Summary
Dan Jeffries predicts that closed SaaS surveillance systems will be replaced by open-source alternatives, citing Microsoft canceling Claude Code licenses due to cost and Uber burning through its entire 2026 AI budget prematurely.
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Closed and gated surveillance economy SaaS systems and models will get replaced by open source in two tiers:
- The models themselves
- The everything-ultra-app harness
If an American open source champion does not emerge, the world will run on whoever produces the best open models and open software that is strong, stable, affordable, customizable, expandable and adaptable to both individual and business needs.
We don’t need another WinTel dynasty in the agent era, or an everything is “free” so we can monitor you, censor you and spy on you era.
As AI becomes our interface to the world it needs to be open and people powered.
Hedgie (@HedgieMarkets): 🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber’s CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just
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