@thewallstreetskinny: Gavin Baker, CIO of Atreides Management, a $10 billion-plus fund, pointed out that while Wall Street is focused on Anthropic and OpenAI (which, yes, are growing quickly), the AI companies growing fastest right now are part of the open-weight ecosystem. Here’s everything you need to know about how the ecosystem works in under 3 minutes.

thewallstreetskinny
thewallstreetskinny
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Region: US
Saturday 31 October 2026 13:52:51 GMT
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ha6942oo
Gun player :
Why call it open ai if they make closed ai???????
2026-10-31 20:36:11
1
stouticus_rex
Stout :
this way of explaining things visually is so helpful…and also soothing in a way.
2026-10-31 19:36:43
1
jimigryphon
user3066715630120 :
Good content for the people
2026-10-31 21:38:15
1
user977821437
S Brendan :
Such a fantastic explanation! I learn so much from each of your posts.
2026-10-31 15:32:38
6
kristenzisek
Kristen Zisek | Makeup & Money :
Such an amazing explanation!
2026-10-31 14:42:49
2
justin.butterwort0
Justin Butterworth :
Class is in
2026-10-31 17:54:39
1
roons60
Roons60 :
These videos are incredible! Thank you for making them. Is it fair to say most if not all of the CapEx $ is on infrastructure for closed models?
2026-10-31 15:44:42
1
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