Will AI bubble burst due to open-source models' success? Deep dive

The author argues that the AI bubble will burst because open-source models are too successful. NVIDIA benefits from GPU sales while OpenAI and Anthropic face margin erosion. Open-source models at Kimi's level will pressure monetization of frontier AI.

• Anthropic
• OpenAI
• Kimi
• Nvidia
• 开源模型
• AI泡沫
• 商业策略