Description
Episode 5 - The week of April 27, 2026 is one of a visible paradox - and a financial mechanism nobody takes the time to explain.
On one side: $65 billion committed in a single week to a startup founded in 2021. Numbers that make headlines, but whose real logic is more complex than the press releases suggest.
On the other: a Chinese lab publishes a free, open-source model at parity with the best closed models in the world. For a fraction of the cost.
If the capability frontier becomes freely accessible - why are the giants taking on $650 billion in debt to own it?
Three signals this week. A financial mechanism worth naming clearly. A strategic question every team building on AI will have to answer. And what all of this actually reveals about the nature of the competition ahead.
Sources: Siècle Digital, Trench Tech, Fortune, Hard Fork (NYT), No Priors.
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