Open-source AI is ruthlessly out-innovating the trillion-dollar monopolies. 🚀 Big labs are burning billions brute-forcing AGI on massive GPU clusters. Meanwhile, the open ecosystem is structurally forced to innovate on inference—and it's working. Look at what just happened: - DeepSeek v4 using SSDs for KV cache. - Breakthroughs like TurboQuant and Kimi K2 are aggressively compressing memory and driving the cost of intelligence to near zero. When you don't have infinite compute, you actually have to engineer better solutions. Constraints breed miracles. By solving the KV cache bottleneck, scrappy open-source builders are creating vastly cheaper and more profitable AI than the bloated closed-source giants. Hacker culture > GPU monopolies. Period.

“This is the condition Leonardo predicted. And it explains, in a way no spreadsheet ever can, why the patient and ruthless search for asymmetric returns must become the entire structure of a serious investing life. This search is not reliable and it is not comfortable. But the man who has flown knows that flying is the only thing worth doing, and the man who has held one of the great compounders through a stratospheric run knows the same” Link in the comments ⬇️