$8T of market cap is lining up behind open-weight models, says Packy McCormick
MarvinTBaumann · x · 2026-07-25
- The quoted thread argues that the diffusion of intelligence is unstoppable and that “decel” pessimism won’t win.
- The reply frames open-weight models as being backed by roughly $8 trillion of market cap because they align with the self-interest of Microsoft, Nvidia, and the broader ecosystem.
- The core claim is that open-weight models are increasingly beneficial not just ideologically, but economically for consumers and most businesses.
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