✍️ **Not Boring: Tech Giants Worth $8T Back Open-Weight AI Models — 'Capitalism at Its Best'**

Packy McCormick on the open letter signed by Satya Nadella, Jensen Huang, Google, Meta, Palantir, Dell, and others in support of open-weight AI models:
• Signatories collectively represent roughly **$8 trillion** in market cap, and each benefits commercially from cheaper, more open models — chips, cloud, complementary software.
• The debate framed as AI-as-_"Oil"_ (a useful commodity to refine and scale) vs AI-as-_"God"_ (an existential risk to lock down).
• More competition at the model layer limits any single lab (Anthropic, OpenAI) from monopolizing the frontier.

**💡 Why it matters:** The commoditization of frontier AI models has direct implications for fintech and enterprise software margins — cheaper, more open models lower the cost of building AI-native financial products, but also intensify competitive pressure on the model providers themselves.

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[#notboring](/search?q=%23notboring)