Jason says frontier model vendors will keep competing with their biggest customers

markjeffrey · x · 2026-07-25

Jason argues that frontier model companies will keep competing with their biggest customers, citing cases like Cursor, ElevenLabs, and Figma where Claude and ChatGPT are already moving into adjacent customer use cases. He says startups should avoid depending on closed frontier vendors and instead use open source, warning that OpenAI and Anthropic could lose many top customers over the next year, which would become a real drag on profits and customer base.

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