Jason Calacanis: Major OpenAI and Anthropic Customers Will Flee
SumitGup · x · 2026-08-01
Prominent investor Jason Calacanis predicts that major customers of Anthropic and OpenAI (spending tens to hundreds of millions annually) will leave. The main reasons include:
- Massive Cost Reduction: Running models like Kimi on older hardware is already 90% cheaper.
- Trust Issues: Customers fear closed-source giants will steal their application-layer ideas and compete with them.
He noted that well-known AI companies like ElevenLabs and Figma are already testing or deploying open-source alternatives like Kimi and DeepSeek internally.
Related event: OpenAI and Anthropic Face Enterprise Exodus(2 posts)→
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