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Eva Beylin draws a comparison between AI model companies and projects like Libra during the crypto market bubble, focusing on their closed ecosystems and complex financial structures.
She contrasts this with chip companies, which she likens to open infrastructure cryptocurrencies such as Bitcoin and Ethereum, noting their transparent, utility-driven approach that persists beyond their initial user base.
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Beylin has previously highlighted trends at the intersection of finance and culture. In an earlier article, she noted the filing of nearly 200 ETFs linked to NHL and MLB team performance. This reflects growing attention to alternative financial instruments linked to nontraditional assets.