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AI infra is indeed better served with many, many players competing to create more tokens https://x.com/PeterJ_Walker/status/21086…
Why open-weight models that compress margins at the model layer are net positive for AI infra demand, exhibit 1001. An open-weight token consumes *roughly* the same amount of compute as a frontier token for a similar size model. https://t.co/xaKGHqc1yu