Jefferies: AI boom may destroy massive capital as open-source Chinese models take share
akbirthko · x · 2026-10-14
Per Jefferies, the US AI boom will likely destroy massive capital long-term as cheaper open-source Chinese models capture market share. Building on that, akbirthko argues US frontier labs' edge is compute concentration keeping them ahead on the exponential, incentivizing real-time continual-learning loops (robotics may fall soon); the counterforce is their inability to personalize the tail of high-value, opinionated expert labor — so they hire those experts in-house to become "Everything companies." His closing question: will that be enough?
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