Eva Beylin says AI model firms look like closed crypto-era platforms with opaque ecosystems and complex finances, while chipmakers act as open, utility-driven infrastructure, reflecting a broader shift in how markets value tech narratives.
published
Eva Beylin says AI model firms look like closed crypto-era platforms with opaque ecosystems and complex finances, while chipmakers act as open, utility-driven infrastructure, reflecting a broader shift in how markets value tech narratives.
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