better analogy: Apple vs Android
Brandon Carl: A key question is whether frontier AI is the “workstation” while open weights are the “PC”.
Or is frontier AI “Windows” while open weights are “Linux”.
Post presents an analogy comparing frontier AI models to Apple/Windows and open-source AI to Android/Linux, questioning which market dynamic will prevail. No investment thesis or directional view on any specific company is provided.
Apple mentioned only as historical analogy reference point for proprietary ecosystems; no commentary on Apple's business, AI strategy, or investment merit. Company serves as metaphor, not investment subject.
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关键要点
Draws parallel between AI model ecosystems and historical tech platform competitions
Poses question about whether proprietary AI will dominate like Apple's workstation model or if open-source will prevail like Linux
No specific company analysis or price targets mentioned
Purely conceptual discussion without actionable investment angle
