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Why AI startups are moving from renting models to owning them

A Reflection co-founder argues that companies which started out renting intelligence are now building toward ownership.

Techflier Staff
Last updated: October 11, 2026 11:22 pm
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Reflection co-founder Misha Laskin talks with Lightspeed’s Claire Zau about the open weights debate, arguing that closed and open models map neatly onto renting versus owning a home. He says AI gateways have shifted over six months from roughly 70% closed tokens to a majority of open ones, and makes the case that startups want control over cost, compute and data. China’s lead on open models and the history of strong encryption both feature.

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TAGGED:AI infrastructureAI modelsopen sourcepolicystartupsventure capital
SOURCES:Lightspeed Venture Partners
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