Cloris 🌱(@ClorisSignal):What if the best AI model became free tomorrow? Which AI stocks would suffer? And which would become even more valuable? That’s how I’m starting to think about the next phase of the AI investment. Open source may compress Model Alpha. But value can migrate into: -- compute, distribution, workflows, memory, security, and control. The biggest AI winners may not be the companies with the smartest model. They may be the ones that make more money as intelligence gets cheaper. New essay: -- Will Open Source Destroy AI Moats? And Where Is the Next Profit Pool Moving?

2026.08.11 23:06

What if the best AI model became free tomorrow? Which AI stocks would suffer? And which would become even more valuable? That’s how I’m starting to think about the next phase of the AI investment. Open source may compress Model Alpha. But value can migrate into: -- compute, distribution, workflows, memory, security, and control. The biggest AI winners may not be the companies with the smartest model. They may be the ones that make more money as intelligence gets cheaper. New essay: -- Will Open Source Destroy AI Moats? And Where Is the Next Profit Pool Moving?