Dario is betting on Cournot equilibrium - that a small number of players will control supply of AI, keeping the prices high. Open-source threatens this strategy by allowing smaller players to come in and compete. Huggingface/Fal/Together are like "minimills" of 1960 which came in https://t.co/lCTC6jnzY5
— Yaroslav Bulatov (@yaroslavvb) Feb 15, 2026
from Twitter https://twitter.com/yaroslavvb
February 15, 2026 at 04:14PM
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