And worse, he (eventually) has to sell tokens above cost - which may have so much "baggage" (read: debt to pay Nvidia) that it'll be nearly impossible; or a new company will come to play with the latest and greatest hardware and undercut them.

Just how if Boeing was able to release a supersonic plane that was also twice as efficient tomorrow; it'd destroy any airline that was deep in debt for its current "now worthless" planes.

That's why open models are going to win in the long run.