Chamath Predicts Top 3 Models Go Open Source Within 12 Months, Clouds Win
rohanpaul_ai · x · 2026-09-21
Investor Chamath Palihapitiya predicts that within 12 months, the top three models will be open source, and the economic winners will be the American clouds serving them: Nebius, Iren, Baseten, Together, and Fireworks.
@rohanpaulai amplified the take, agreeing that 'the model layer wants to commoditize' — pointing to the core industry debate over where value accrues as open models close the gap with closed ones.
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