frontier model layer
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 4, 2026 by Gavin Baker · across every show →
Everything said about frontier model layer, oldest first
Aug 4, 2026 bullish
Baker: Open Source AI Shifts Margins From Frontier Models to Infrastructure
“All open source taking share does is kind of take margin dollars Out of the, ah, frontier model layer, and effectively by, thereby, you know, there is elasticity, thereby driving token demand, you need more demand for compute, and the margins, you know, anthro…”