Open vs. Closed AI Industry Split Intensifies

OpenAI declined to join NVIDIA's Open Secure AI Alliance but later supported an open-weight letter alongside Microsoft and Nvidia, while Anthropic opposes. The debate heats up as Chinese models like Kimi K3 undercut costs and banks shift to open models post-breach. This split affects partnerships, safety frameworks, and market positioning. New reasoning effort curve analysis shows open-weight models' baseline is ahead, challenging closed-model superiority.