Seems to me that from an investor perspective, the AI models built into the cars and TVs and other things are likely to be open source. I think long term, due to the high cost of training these models, there is going to be a "Linux of AI". I.e. some model that lots of companies collaborate on and then use for free.

The economic logic is the same as that of operating systems. AI models are very expensive for one company to make, but lots of companies need them. So companies are better off collaborating on that side of things and competing on something else.

Economically, the AI models that require big servers with lots of GPUs in data centers should likely be more interesting to investors than the AI models that can run on local hardware.