Hardware
Master class in spin. Is it really a “positive for the AI infra trade” that OpenAI and Anthropic are steadily losing market share top open m…
Master class in spin. Is it really a “positive for the AI infra trade” that OpenAI and Anthropic are steadily losing market share top open models and on a track to have hardly any? What happens to Cor
Master class in spin. Is it really a “positive for the AI infra trade” that OpenAI and Anthropic are steadily losing market share top open models and on a track to have hardly any? What happens to Coreweave, Oracle, Nvidia etc when generative AI becomes a utility with near-zero margin? What happens to the US economy, too heavily loaded on GenAI, when a large fraction of that infrastructure moves off shore? Was it good for horse breeds when people switched from fancy horses to cheap, mass-produced cars? 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.
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Source: Gary Marcus (X) | 2026-09-19