The Ledger
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Open-source models will not displace top foundation models like Anthropic
“I think the foundation models, let's say specifically Anthropic, have such special models. This can be hard for somebody to just kind of say, I've used open source with my data. It's going to be functional and positive for some amount of what you're doing, but…”
Market will not sustain 60 independent AI model companies
“There's no way in hell that, you know, we're going to have 60 independent model companies in addition to all the open source and everything.”
Enterprise AI workloads will split across proprietary and open-source models
“So I think, you know, you're going to have the combination of something like that, a family of models from Anthropic, and then a set of open source models and things that you train with your own data, and you're going to look across that whole tapestry and say…”