Packy McCormick: $8 trillion of market cap now backs open-weight models
ctjlewis · x · 2026-07-25
A repost of a Packy McCormick take arguing that [3mtrillions of dollars in market cap[0m are now aligned with open-weight models because they help those companies’ businesses and public image.
He frames the upside as a free consumer win: the incentive structure of Microsoft and NVIDIA, he says, happens to push the market toward models that are better for users and most businesses, except for a small set of labs.
Related event: $8T Market Cap Backs Open-Weight AI Models(2 posts)→
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