The Moat or the Commons — Warman Notes
www.warman.life
American capital financed AI on the assumption it would be the next great monopoly. Open-weight models are commoditizing the capability that monopoly was supposed to protect. The collision between the two now defines the direction of the U.S. AI industry — and the country.

Original Reddit post

“American AI was financed on a particular bet. The bet was that frontier models would be the next great monopoly business — winner-take-all, capex-justified-by-monopoly, the kind of structurally protected market that supports trillion-dollar valuations and the capital flows necessary to build them. Two and a half years into the cycle, the assumption is breaking. Not slowly. Not at the edges. Visibly, in the public benchmarks, the open-source repos, the Hugging Face download counts, and the inference price sheets.” submitted by /u/shikizen

Originally posted by u/shikizen on r/ArtificialInteligence