Alvelda: open-source coding models could break frontier lab margins within 6 months
alvelda · x · 2026-10-15
Alvelda argues that once open-source models break through the current coding performance bar set by frontier labs, Anthropic and OpenAI will struggle to maintain both traffic and margin — and he expects this within six months. He fears their IPO window at crazy valuations is closing fast, inviting bets on ultimate valuation and timing. Quoted context: Chamath's take that Ant should go public ASAP at roughly $1T.
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