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Open models and the frontier premium

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  1. Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare ↗

    Open models can complement the frontier · Seek to 1:05:56

  2. More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts ↗

    The premium depends on successful work, not cheap tokens · Seek to 37:35

  3. The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence? ↗

    Control matters; the durable profit pool is still contested · Seek to 36:13

  4. Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores ↗

    Control matters; the durable profit pool is still contested · Seek to 56:53

  5. Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback ↗

    Open models can complement the frontier · Seek to 49:12