Nvidia is playing a familiar game: open weights as the top of a funnel that ends at the GPU checkout. Targeting always-on enterprise agents is a smart bet — agentic workloads are exactly where inference demand compounds, and enterprises want models they can fine-tune and audit. But 'open' deserves an asterisk when peak performance effectively requires Nvidia hardware; that's less philanthropy than lock-in, a playbook Meta popularized with Llama and others have since refined. The compact Bolt variants for local machines widen that funnel further. On our view, the real test is whether Super VL competes on raw capability with closed frontier models — openness alone won't keep agents running nonstop if quality lags. Whether early fine-tuning interest converts into production deployments is the metric to watch.