Hmm. Let’s think for a second. Why are the frontier models cutting price? Might it possibly, just possibly, be a result of the fact that they are losing share to open-weight models? Given positive elasticity, their price cuts are clearly good for AI infra demand. Open weight m…↗

Why open-weight models that compress margins at the model layer are net positive for AI infra demand, exhibit 1001. An open-weight token consumes *roughly* the same amount of compute as a frontier token for a similar size model.↗

We are announcing a long-term strategic partnership with NVIDIA. NVIDIA is making a substantial investment in SSI that will let us 10x our compute in the next 12 months. We reached the point where our research is worth scaling and with this partnership we will be able to. We are…↗