Chamath predicts top three AI models will be open source within 12 months, with US clouds as winners
teortaxesTex · x · 2026-09-20
VC Chamath predicts that within 12 months the top three AI models will be open source, and the economic winners will be US cloud providers serving them, naming Nebius, IREN, Baseten, Together and Fireworks.
teortaxesTex adds that Chamath represents a school of thought worried Anthropic could upend not just VC business models but the entire economic paradigm.
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