Open-source AI without Jensen

This essay argues that Nvidia CEO Jensen Huang's resignation is a major setback for the US open-model ecosystem, since Nvidia's financial interest in supporting open models and Huang's willingness to use his power on their behalf gave the ecosystem time to develop. It contends that open models remain far from commoditized intelligence amid scarce compute, and that the main near-term risks are sloppy state and national regulation plus a potential crisis from a strong Chinese open-weight model. It calls for incubating a truly frontier US open-model player, noting that talent rather than money is the binding constraint.