Dan Jeffries: American open weights will win — someone just needs the business model
Dan_Jeffries1 · x · 2026-09-03
- Quoted take: OpenAI and Anthropic are irrelevant to the US–China AI race; the real competitor must be American, open source, and able to run inference at scale.
- Dan Jeffries argues American open weights is the answer — someone will crack the open-weights business model.
- He likens it to Red Hat defining open source (with MongoDB/Hashicorp refining it): likely paths are monetizing hardware (Fireworks/Together/Apple) or commoditizing software stacks into a unified agentic interface, selling proprietary software/memories/tools/skills above it.
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