/TECH

AI2's Nathan Lambert argues open-source AI deflates big tech valuations

NL

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He says this dynamic ultimately benefits the average American.

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15.2K

2 posts, first seen 12h ago

236 likes

Reactions from ranked influencers

2 posts

Combined views

15.2K

2 posts, first seen 12h ago

236 likes comments

14 comments

24 saves

41 reposts

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Positive users agree open frontier models spur competition and deflationary uses like robotics while negative users dismiss the claim of benefits for average Americans.

Based on 5 visible X reactions from 14 accounts; directional sample.

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EW Eric W. Tramel@fujikanaeda

2:44 PM · Jul 17, 2026

@natolambert OpenAI and Anthropic have made great products. If they focus their energy on making great products, I’m sure they’ll find success in a competitive open market. The bigger and more competitive the market perhaps the more money they can make, besides.

MA makesy@0xMakesy

10:54 AM · Jul 17, 2026

@natolambert 🎯 not to mention it pulls forward actually deflationary AI use cases like robotics, which depend on cheap low-margin inference, so makes "UHI" more realistic UHI was never going to happen as a benevolent handout from lab overlords

RA Raven@heyraven_io

11:52 AM · Jul 17, 2026

@natolambert 'great for the average American' said in a language the average American cannot parse

C🇨🇦Chris 🇨🇦@llm_wizard

10:29 AM · Jul 17, 2026

@natolambert I sure do hate when competition makes people innovate. /s

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JJ JJ@JosephJacks_

10:44 AM · Jul 17, 2026

@natolambert 💯

NL Nathan Lambert@natolambert

10:06 AM · Jul 17, 2026

73TECH

Frontier open models are accelerationist on ai diffusion and deflationary on the valuations of the biggest tech companies with large capex. IMO that tends to be pretty good for the average American. Diversity of AI use will be wonderful to get benefits sooner.

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