Cognition (makers of Devin) says its new model, out 10 Sept, is "within one point of Fable 5.1 while being 64% cheaper" on a coding test. Its base is a Chinese lab's Kimi K3, trained further. So a small team can buy a raw model in and undercut the big labs. The model is becoming a commodity.
What's scarce is the computer that runs it, and trust that a cheap seller did the work.
That's what we're building Flop Network for: a market where anyone with a GPU sells that compute, AI agents pay for it in $ FLOP, and validators re-run random samples of the work, so the cheapest honest seller wins.