X @Ansem 🐂🀄️

Market Trends - Frontier models face potential disruption from much cheaper open-source alternatives [1] - Industry observes that distribution moats may become more critical than model moats [1] Investment Strategy - Companies like Meta and Apple possess the largest distribution moats [1] - Market participants evaluate whether Meta and Apple represent the primary trade by adopting top open-source models at 1/100th of the cost [1]