Calacanis: Major enterprise customers will abandon OpenAI and Anthropic for open-source

“And I'll make this prediction here, that you're going to see some of the major customers Of Anthropic and major customers of OpenAI. I'm talking about the eight and nine figure customers, people spending fifty million, a hundred million a year. They're leaving. They're going to be leaving because they don't trust those companies to not steal the application layer and to compete with them. 11 Labs, Figma, Lovable. They're all going to leave, and they're all going to take Kimi. They're going to fork it, or whichever one, Deep Seek.”

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