With how they are releasing models and keeping the open source spirit alive? I hope to god they are. Let the quants cook!

This could boost Nvidia. https://en.wikipedia.org/wiki/Jevons_paradox

> In economics, the Jevons paradox occurs when technological advancements make a resource more efficient to use (thereby reducing the amount needed for a single application); however, as the cost of using the resource drops, if the price is highly elastic, this results in overall demand increases causing total resource consumption to rise.

Tencent recently bought 100k-200k H20 to serve R1. [1] I think it's not clear open source will tank nvidia price. And you won't place a lot of bets if the outcome is anywhere from certain.

[1]:https://aiproem.substack.com/p/ai-at-the-speed-of-light-tenc...