OPEN-WEIGHT AI MODELS JUST EXPOSED A $255B CAPITAL BOTTLENECK โ
$FET WATCHES ๐ฆ๐ฅ
The open-weight battle just became the ultimate capital allocation signal. ๐ฆ While US mega-labs absorb nearly two-thirds of all AI funding โ OpenAI, Anthropic and xAI โ low-cost models out of China are quietly compressing the profit runway for proprietary leaders.
Nvidia isn't just selling shovels; it's seeding the open ecosystem through Reflection AI, Poolside and Thinking Machines Lab. ๐ก Arcee AI trained Trinity Large on 2048 B300 chips for ~$20M, proving efficiency can outrun brute-force spending. ๐
If open-weight efficiency keeps eating into margins, do AI tokens still deserve the same institutional premium? ๐ฌ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
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#FET #AI #OpenWeight #Crypto #Tech ๐ฏ ๐ฆ