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▶ 0:42 · $META · Why Meta Rejoined the Open Source AI Race

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Quinn Slack: Meta roaring back in open source AI with Nvidia GPU support

Meta is regaining open source AI leadership because Nvidia will give it preferential GPU access and the entire industry wants a counterweight to Anthropic/OpenAI dominance, creati…

$ANTHROPICbearish· mediumquinn slack

Quinn Slack: Anthropic attempting regulatory capture, charging exorbitant token prices

Anthropic is leading regulatory capture attempts and charging exorbitantly priced tokens, pushing enterprises like big banks to adopt Chinese open source models as leverage, but A…

$NVDA···bullish· mediumquinn slack

Quinn Slack: Nvidia championing open source AI, will give Meta preferential GPU access

Nvidia is a huge champion of open source AI and will strategically allocate preferential GPU access to Meta to prevent Anthropic/OpenAI dominance, making Nvidia a key enabler of t…

$AMPneutral· highquinn slack

Quinn Slack: Amp seeing rapid agent adoption, big banks using Chinese models as leverage

Amp's coding platform has seen a massive shift in the last 6-8 weeks to developers running 5-10 cloud agents simultaneously ('orbs'), with big banks approving Chinese models as ne…

$OPENAIneutral· lowquinn slack

Quinn Slack: OpenAI part of closed-model duopoly facing open source price pressure

OpenAI and Anthropic currently capture 80% of enterprise AI spend, but American open source models (Meta, Nvidia) will grow from 20% share as they become viable cheaper alternativ…

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