Economist argues model providers face hard limits on vertical integration into white-collar sectors
sethlazar · x · 2026-10-16
sethlazar argues there is a hard limit on model providers vertically integrating into white-collar domains — Anthropic can only sell models to legal and financial services firms, not become them. He floats starting points for cushioning AI-disrupted sectors: open models, deep investment in compute as digital public infrastructure, and steep taxes on AI windfalls to support undercut domains.
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