OPEN-WEIGHT AI MODELS JUST EXPOSED A $255B CAPITAL BOTTLENECK —
$FET WATCHES 🦈💥
The open-weight battle just became the ultimate capital allocation signal. 🦈 While US mega-labs absorb nearly two-thirds of all AI funding — OpenAI, Anthropic and xAI — 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. 💡 Arcee AI trained Trinity Large on 2048 B300 chips for ~$20M, proving efficiency can outrun brute-force spending. 📊
If open-weight efficiency keeps eating into margins, do AI tokens still deserve the same institutional premium? 💬👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️
#FET #AI #OpenWeight #Crypto #Tech 🎯 🦈