VC Gavin Baker: OpenAI and Anthropic Failing Would Actually Be Best for Future VC Investments
BetterIRR · x · 2026-10-11
Investor Gavin Baker debated @BetterIRR on AI venture demand: half a trillion dollars in non-lab AI startups may be artificially boosting demand. Baker argued their failure would be best for future VC investments but expects a stable multi-player equilibrium with Muse, Grok, open-weight models, and Gemini; open-weight tokens are highly profitable and growing much faster than OpenAI and Anthropic.
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