The author suggests that META and AAPL may be the primary beneficiaries if cheap open-source AI models disrupt expensive frontier models, due to their superior distribution moats. Accompanying charts show Apple Inc. (AAPL) trading near $327.73 and Meta Platforms, Inc. (META) trading near $648.08. The thesis posits that these companies can adopt high-quality open-source models at a fraction of the cost to leverage their existing user bases.