Investor and Builder See Growth in Frontier and Open AI Models
Brad Gerstner and Mckay Wrigley state both frontier and open source models are expanding fast.
Brad Gerstner posted that he has heard claims frontier models are dead for 18 months yet argued competition with open source is not zero sum, as revenues from both are needed to fund the annual capex for American AI infrastructure. Mckay Wrigley replied that his token usage since January rose 10x on frontier models and over 100x on open source models, with both continuing to grow exponentially. Jason stated that open source models are surging in interest and offered his opinion that companies prefer not to give intelligence to private providers, while frontier models will still surge in revenue and open source tokens will surge 100x.
Narrative violation. Have been hearing for 18 months frontier models dead. Competition w open source is not zero sum. If you want American AI to win u should cheer for open & closed - we need these revenues to pay for the $1-2 T annual capex build out of American AI. 🇺🇸🚀💰
I heard from a trusted source that Anthropic’s ARR as of mid July was $80B At the pace they’re on there’s a chance they crack $100B ARR by the end of August
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Mckay Wrigley@mckaywrigley@altcap my token usage since jan is 10x on frontier models and like 100x+ (barely used them) on oss models. it’s very obvious that both will continue to grow exponentially at a face-melting pace. hilarious that people keep doing the either/or thing with them lol
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@J @jason@JasonIt's not that frontier models are dead; it's that open-source models are surging in interest from corporate America and startups -- because people don't want to give their intelligence to private companies. We will see Fontier models surge in revenue, sure... but Open Source…
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BG Brad Gerstner@altcap@Jason Agree. Grt competition! Share of tokens increasing at open source models (tho both still early in growth curve & growing rapidly). But share of wallet / AI economics continues to be ~ 90% to closed / frontier labs despite dire forecasts. The question is if / when…
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