Open-source AI is catching up to proprietary frontier models, but the hardware needed to run them are gatekept. @b3labs is launching B3IQ so anyone can own their own intelligence. @darylX24 and @viktoriya0x (B3) and @yorkerhodes (Microsoft/NYU) join Stateful, hosted by @FranklinBi In this episode, they discuss why owning your compute is the next unlock for open source AI: - Frontier labs have locked up hyperscaler capacity through 2030. Everyone else is out of line. - NYU students researching human trafficking and war zone evacuations get account-banned by closed models - Two years of renting an H200 node costs the same as buying it. Rent-to-own drops the entry cost to 30%. - Kimi K3 matches frontier performance on some coding tasks. You just need two H200 nodes to run it. - Idle compute gets matched with offtake, so the machine pays for itself 05:28 Content Filters and Token Limits at NYU 11:02 The Hyperscaler Long Tail Problem 16:16 Why Frontier Labs Locked In Their Model Gains 18:19 How the B3IQ Financing Model Works 20:10 The iPhone Moment for Compute 29:27 Why Own the Box When Neo Clouds Exist? 40:24 The Five-Year Vision(Pantera Capital)