I think this is partially why @OpenRouter just raised $113M+ by @CapitalG

If you are an inference provider you can raise a ton of money now off revenues and amass capital to buy GPUs. You can use these GPUs to offset chinese models going closed source by using them for model training/fine tunes in the future

Inference provider revenues are driven by deploying open source models in an easy and safely accessible way. You can pay 1/100 to 1/1,000 the cost to access GLM/Qwen etc vs centralized APIs and not send your data directly to chinese APIs. Yay I get cheap intelligence and China doesn't see my full conversation history on giving my friend breakup advice.

You leverage that revenue growth (API spend) to buy a capital asset (GPUs) for the future If @alexatallah buys GPUs with this $113M it solves two things. The first is he can lower inference costs even more through owning the hardware (and get a nice multiple on it and take loans against them, and repeat) and second he could use those models for training runs or fine tunes in the future if China goes fully closed source

https://x.com/shaughnessy119/status/2059391793679003987?s=46&t=hr2fbvcHJGpvp_SbDstdzg