Coordinated slowdown helps open source catch up — not in OpenAI or Anthropic's financial interest, argues Ben Todd

ben_j_todd · x · 2026-09-10

Ben Todd argues OpenAI and Anthropic can only charge a margin insofar as they outperform open source, so a coordinated slowdown would give open models time to catch up — directly against their financial interest.

Given their huge compute commitments, he adds, such a move could even send their equity to zero.

Related event: Ben Todd: OpenAI and Anthropic Have No Incentive to Slow AI(2 posts)→

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