Open-weight models will commoditize intelligence and squeeze closed-model API margins
soumitrashukla9 · x · 2026-07-21
A retweeted thread argues that banning Chinese models will not protect Anthropic’s API margins.
The claim is that U.S. open-weight models such as thinkymachines will commoditize intelligence anyway, pushing closed-model providers toward lower pricing. The conclusion is that Anthropic and OpenAI do not need protection—they need new business models.
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