Emad Mostaque argued on Moonshots that NVIDIA's reported $6 billion open-model deal with Poolside is about driving GPU demand. Panelists split on whether such licensing-and-hiring deals dodge antitrust scrutiny or merger-review delays.
Economist Steve Keen argued that the sheer cost of frontier AI and the physical resources it needs may be what slows the race, and forecast that the one company left standing will be Chinese rather than American.
Alvin Graylin argues China is competing to spread useful AI through industry and open-weight models adopted abroad, not racing to reach AGI first. The contrast is one of emphasis: America's AI Action Plan also promotes adoption.
Alvin Wang Graylin, speaking personally on Moonshots, says US–China AI talks need not reach a solution on day one and should start with an emergency hotline, shared safety tests and agreement to keep talking.
Meta released Muse Glimmer, a 30-billion-parameter open-weight model built to run agents on suitably equipped PCs. Moonshots panelists debated whether it puts users in charge or strengthens Meta's hold through its existing apps.
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