Frontier models are commoditizing fast — AI safety FUD may be OpenAI/Anthropic's moat

AlexTensor · x · 2026-10-24

The argument: with enough money and compute, building a frontier model is easier than advertised — Meta and Grok caught up quickly, and GLM and Kimi aren't far behind and become more valuable without safeguards. The AI safety FUD and regulation calls may have been an attempt by OpenAI and Anthropic to build a moat before frontier models commoditize, a world the author expects within 6 months — good for everyone, bad for the two leaders.

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