'End of VC communism': investor slams OpenAI and Anthropic pricing talk
StewartalsopIII · x · 2026-08-21
Investor Stewart Alsop calls recent OpenAI Codex and Anthropic pricing narratives "straight up gaslighting." His alternative reading: both companies are ending "VC communism" — the Uber-2020s-style wind-down of venture subsidies. He adds he's been hearing good things about Grok and Chinese models, arguing the incumbents won't retain brand loyalty once subsidies end.
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