---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42935610.md"
description: "The biggest news yesterday was Huang Xiaoming opening an X account and posting his first tweet. An open letter initiated by a16z, jointly signed by NVIDIA, Microsoft, PLTR, PerplexityAI, Ollama, and other tech companies, explicitly advocates that "cutting-edge open-source models and cutting-edge closed-source models should coexist and develop."Among so many companies, who didn't sign? Obviously Company A.There is a data point: the weekly token share of Chinese open-source models used by US enterprises is approaching 60%. With open-source models accounting for such a large proportion of token consumption in US enterprises, if they are banned or restricted, enterprise costs will surge dramatically.We previously discussed two paths for AI competition: model expansion and platform expansion. Now, enterprise AI adoption has entered the engineering era, with AI adoption in the enterprise market increasingly shifting to scenario-specific application models:1) High-value scenarios continue to use high-value tokens from cutting-edge closed-source large models;2) In high-frequency, low-complexity task scenarios, enterprises are increasingly favoring high cost-performance tokens (mostly from open-source models).This trend is inevitable:- For chip manufacturers, whether using which model, training and inference are required;- For cloud providers, the more model choices offered to enterprise customers, the higher the gross margin;- For deployment layers (such as PLTR) or application-oriented companies, there is naturally a stronger incentive to choose high cost-performance tokens.The co-signing enterprises on this open letter basically fall into these three categories, so behind the open letter lies extremely strong commercial demands and huge commercial value. In other words, the attitude of O and A making money while blaming customers is increasingly causing dissatisfaction among customers and the industry, and the competition is becoming increasingly fierce.$NVIDIA(NVDA.US)$Microsoft(MSFT.US)$Palantir Tech(PLTR.US)"
datetime: "2026-07-25T08:03:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42935610.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42935610.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42935610.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# The biggest news yesterday was Huang Xiaoming open…


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## Comments (19)

- **宁可少赚，不要亏钱 · 2026-07-27T01:18:14.000Z**: This kind of enterprise needs to be boycotted by all humanity
- **听香琴断 · 2026-07-26T10:36:32.000Z**: <High-value scenarios will continue to use high-value tokens from closed-source frontier large models> I think this will also change slowly.My understanding is that the higher the value, the more it will support open-source models, because data security will be prioritized. Capable companies c
  - **lyhalfway** (2026-07-26T12:26:26.000Z): Yes, but it depends on whether Company A can maintain its leading position in models.
  - **听香琴断** (2026-07-27T01:28:35.000Z): Theoretically, closed-source models are likely to maintain a lead over open-source ones, as closed-source entities can deploy open-source models for distillation at low cost. Whether clients use close
- **拜登的交易员エウベル · 2026-07-26T05:02:56.000Z · 👍 3**: Company A probably won't join 😇 After all, some things are the foundation of their existence.
- **奇迹的交易员cola · 2026-07-26T02:57:44.000Z · 👍 2**: An older bro mentioned before that Anthropic's underlying philosophy is fundamentally flawed, and I deeply agree; just a side note, PLTR's founder graduated with a degree in philosophy 🤣
- **ZXYC · 2026-07-26T02:00:46.000Z**: https://www.microsoft.com/en-us/corporate-responsibility/topics/open-weight/
  - **ZXYC** (2026-07-26T02:07:59.000Z): Just one step away from A
- **SpiceMonkey · 2026-07-25T09:52:09.000Z · 👍 3**: openai 上车了，剩谷歌和 A\
  - **SpiceMonkey** (2026-07-25T23:38:53.000Z): Google has also joined in
  - **lyhalfway** (2026-07-26T00:10:28.000Z): The changes are quite fast, so only A is left.
- **曦哥 · 2026-07-25T08:11:39.000Z**: Who are o and a?
  - **lyhalfway** (2026-07-25T08:12:49.000Z): OpenAI、 Anthropic
  - **阿道夫的交易员** (2026-07-25T09:13:35.000Z): Oppo AI, Arthur Robin
- **AngerBird · 2026-07-25T08:07:44.000Z · 👍 1**: Open source and closed source are part of the AI ecosystem... Relying solely on closed source has a very high barrier to entry; coexistence is the long-term strategy.
  - **lyhalfway** (2026-07-25T08:08:50.000Z): A's eating manners have always been ugly
  - **AngerBird** (2026-07-25T08:10:26.000Z): You can tell that in media statements, [he/she] is acting like a creator.