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The article argues that major AI companies' fears stem not from ideological concerns about "AI communism," but from practical worries about competitive market capitalism—specifically, the threat posed by free open-weight AI models that could undercut proprietary models' ability to charge premium prices. With $2 trillion already spent on AI infrastructure and massive debt loads at stake, companies like OpenAI and Anthropic face potential collapse if open-source competitors like China's Kimi K3 dominate, creating a cascading financial crisis risk across the interconnected AI and tech finance ecosystem.
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