> The rent market on intelligence never materialized
So where is the ~$100B combined revenue for OpenAI and Anthropic coming from? Open weights models have been close enough to the frontier for over a year now, probably longer, yet the $$ shows no sign of shifting.
So where is the ~$100B combined revenue for OpenAI and Anthropic coming from? Open weights models have been close enough to the frontier for over a year now, probably longer, yet the $$ shows no sign of shifting.