Chamath says open-sourcing Grok would push AI margins from models to infra and apps
Dan_Jeffries1 · x · 2026-07-21
Chamath argues that Elon’s original vision of an open, American AI was right, and says Grok could still be flipped open source as a strategic move.
- He argues open-sourcing Grok would push model-layer margins down into infrastructure and apps.
- In that scenario, he says Musk already controls the key pieces: a large data-center buildout, next-gen inference AI, and Cursor as the most-used app.
- He suggests the economics could improve further by moving data centers to space.
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