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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