Open AI Is a Lie. The Real Battle Is for Memory.
The open AI revolution is a mirage. The real power is being monopolized by those who control the physical hardwareโspecifically, high-bandwidth memory. Memory scarcity, not compute, is the true bottleneck dictating the competitive moat in AI, structurally favoring well-capitalized closed models over open alternatives. The industry is becoming a hardware-locked oligopoly, not a software meritocracy.