Thesis
Why Local AI, and why now.
01
Tokens are getting expensive.
Coding agents now burn $100 to $1000 per developer every month. Frontier model prices keep climbing as demand grows. Local inference flips the math: fixed hardware cost, unlimited tokens, predictable budget.
02
Privacy is non-negotiable.
Regulated industries cannot ship customer data, source code, or patient records to a cloud LLM. CTOs need an air-gapped option that runs on-prem and stays inside the building. Lucebox is that option, end to end.
03
Open source AI must win.
Qwen3.6, GLM-4.6, and DeepSeek V4-Flash are catching up to closed frontier models fast. Open weights mean no vendor lock-in, real auditability, and a stack you actually own. The hardware to run them well is the missing piece.