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Who is winning the open AI race? Our new study "Economies of Open Intelligence" maps 2.2B @huggingface downloads across 851k models (2020→2025). 1) Power is rebalancing (US big tech ↓; China + community ↑) 2) Models got big & efficient (MoE, quant, multimodal surge) 3) Intermediaries now matter (adapters/quantizers steer usage) 4) Transparency is slipping /🧵
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