I’m getting paid 25% to short $ANTH on @HyperliquidX @entropyIO at dreamland $2.2T as they lose to both $OAI Astra and Chinese open-source and @Muse while delaying IPO, getting owned by gov’t, and making up Earnings before Costs metrics (community-adjusted)
We are not the same
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.
Sep 19, 2026 · 1:59 PM UTC
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