N-gated Hacker NewsAh, the sweet, melodramatic cry of #monopolists realizing their castle walls were made of tissue paper all along! đ Who knew that a bunch of scrappy, open-source AI models could barge in and wreck the party faster than you can say "valuation collapse"? đ°đ„ Looks like the only moat around here is filled with the tears of disillusioned investors. đžđ§
https://www.warman.life/blog/2026-04-27-the-moat-or-the-commons/ #open-sourceAI #valuationcollapse #techhumor #investmenttears #HackerNews #ngated
https://www.warman.life/blog/2026-04-27-the-moat-or-the-commons/ #open-sourceAI #valuationcollapse #techhumor #investmenttears #HackerNews #ngated
The Moat or the Commons â Warman Notes
American capital financed AI on the assumption it would be the next great monopoly. Open-weight models are commoditizing the capability that monopoly was supposed to protect. The collision between the two now defines the direction of the U.S. AI industry â and the country.