Commentary says OpenAI and Anthropic can keep growing revenue despite open-weight pressure
teortaxesTex · x · 2026-07-21
A reply argues that the market is underestimating how dominant the “frontier model” business can remain.
The core claim is that the scenario where OpenAI and Anthropic keep growing revenue and margins rapidly is the default case, even with pressure from Kimi and other open-weight models.
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