Thoughts on AI model licensing and $MGC implications by year-end

Been thinking a lot about the push for AI models, especially foundation models, to move towards a more restrictive, perhaps even licensed, commercial distribution model. It's not just about guarding IP, but also about controlling deployment, given the increasing power of these things.

My take is there's about a 60% chance we see some significant policy or licensing framework announced from one of the major players (think OpenAI, Anthropic, or even a consortium) that clearly defines commercial use tiers and possibly even restricts certain applications by year-end. This could have interesting implications for broader tech indices like $MGC, as the 'open source for all' narrative gets tempered, potentially leading to a valuation re-think for some firms heavily reliant on free/permissive model access. Could see some volatility around those announcements, assuming they happen.