Ethan Mollick: Open-Weight Dominance Won't Cause AI Crash

emollick · x · 2026-07-18

Professor Ethan Mollick challenges the notion that a dominance of open weights will lead to an AI crash. He points out that even if AI labs lose the competitive edge, the value of AI won't dissipate. Because compute remains a core barrier, value will ultimately be captured by compute providers (such as chip giants like Nvidia) rather than staying in the hands of model labs.

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