Erica Brescia is bullish on Anthropic, but open-weight models could crush its margins
VraserX · x · 2026-10-29
VraserX cites Erica Brescia's bullishness on Anthropic and agrees AI is early with a potentially enormous market. But he poses the trillion-dollar question: what happens to Anthropic's margins once open-weight models match closed models at a fraction of the cost? A booming market doesn't guarantee a moat.
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