Comment Comment by seanc If you're NVIDIA then open-weight models are a classic example of commoditizing your complements; cheaper models mean more people buying GPU's to run them. [1]Your guess is as good as mine for China though.[1] https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/ parent seanc 3 months ago
Your guess is as good as mine for China though.
[1] https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/