Tommy(@Shaughnessy119):The shift to open source AI - negative for the AI capex trade short term - bullish neo clouds - bullish enterprise AI sovereignty (Nous, Palantir, Microsoft) - Bearish OpenAI and Anthropic margins - Bullish BTC as AI trade slows - Bullish BTC when we get UBI given AGI - Bullish BTC if AI trade blows up as a safety route - Yes I’m bullish AI long term and think we get AGI my takes are nuanced

2026.09.19 17:55

The shift to open source AI - negative for the AI capex trade short term - bullish neo clouds - bullish enterprise AI sovereignty (Nous, Palantir, Microsoft) - Bearish OpenAI and Anthropic margins - Bullish BTC as AI trade slows - Bullish BTC when we get UBI given AGI - Bullish BTC if AI trade blows up as a safety route - Yes I’m bullish AI long term and think we get AGI my takes are nuanced

Tommy@Shaughnessy119

2026.08.20 13:15

1/ Does the shift to Open Source break the AI capex buildout? TLDR: If a user shifts from $25M Opus 5 to $4.44 GLM 5.2 how does this ripple through the AI supply chain? Well it all comes down to how much the infra providers earn in each scenario