Jensen took the extraordinary story of pulling together all the tech leaders for open model & against Anthropic for a good reason.

The primary beneficiary of AI boom will not continue to benefit if Anthropic wins. Since It’s not bound by CUDA moat & can play chipmakers & CSPs against each other to give it access to the lowest cost compute. Neo cloud & the entire ecosystems can survive as long as open src model stays competitive. We had this battle 30 yrs ago bw Microsoft & open src. This is n — via @tphuang

Jensen unites tech leaders for open model against Anthropic, threatening CUDA moat.