Why Would NVIDIA, Amazon, Microsoft Build Frontier Models When Open Weights Catch Up Free?

MatthewChang · x · 2026-09-30

Matthew Chang argues NVIDIA, Amazon and Microsoft have little reason to build their own frontier models: in 24 months they can get one 'for free' as open weights catch up — 'diabolical,' he writes, noting attorneys are now weighing in. He also floats an unverified rumor that Anthropic's sudden 'emotional' behavior stems from a PCAOB audit ahead of going public.

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