Open-weight tokens are highly profitable and growing faster than OpenAI and Anthropic

GavinSBaker · x · 2026-10-11

In a follow-up to his post dismissing the $1 trillion unfunded commitments from OpenAI and Anthropic, investor Gavin Baker adds that open-weight tokens are highly profitable and growing much faster than the two closed labs, pushing back on a reply framing this as a contrarian take.

Related event: Investor Gavin Baker: No One in the AI Supply Chain Takes OpenAI and Anthropic's Trillion-Dollar Promises Seriously(5 posts)→

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