Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.4K Following 348.2K Followers
Open models continue taking share. Not just tokens, more $ now spent on open models than OpenAI.
Positive for the AI infra trade.
Open models taking share shift $ margin from the model layer to the infra and app layers.
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