You can grow to almost 1 million followers on X if you're NVIDIA founder Jensen Huang.

Yep, Jensen joined X recently, and the first thing he posted was about open source. In the post, he shared a letter titled Open Weights and American AI Leadership. Microsoft shared it too.

Scroll to the bottom of that letter, and you'll find 133 company names: Google, Meta, OpenAI, Microsoft, NVIDIA, Amazon, AMD, Intel, IBM, Mistral, Hugging Face, SpaceX, Y Combinator, and the Linux Foundation.

But there's one big AI lab that isn't on the list.

You probably already guessed the name.

Let me start with the letter, because everything after it is a reaction to it.