Benchmark's Bill Gurley accuses Anthropic of pursuing regulatory capture to protect its pricing power against cheaper models

@bgurley 💯

@bgurley This article below and http://kesai.eu on open source for self driving

“Open source is a commons not a camp”

https://www.orfonline.org/research/open-source-the-path-to-europe-s-quest-for-strategic-autonomy-in-ai

@bgurley We need more of a founders mentality in government

@bgurley I’m less concerned with the govt knowing they’re being manipulated than the solution they institute in response. Especially when frontier labs are also going to become the next defense primes.

@bgurley Bill I totally agree. Would love to chat and compare notes

@bgurley How is Anthropic winning having their best models banned?

@bgurley govt always thinks it’s steering when half the time it’s just getting nudged by whoever’s adapting fastest

@bgurley Classic disruptive innovation case.

Clay must be thinking 'I told you so.'

And the cruel part is that there's almost nothing the incumbent can do in such cases.

@bgurley Dario seems to be playing some sort of B'rer Rabbit game. Taunting the government not to throw him into the briar patch of regulation. I don't think it will go the way he thinks it will. Once the government obtains a power, it almost never relenquishes it.

@bgurley Is Anthropic suffering from “Schadenfreude”?

How will President Trump win the AI race over China if he doesn’t help American companies?

Will President Trump stand aside as Chinese open source models tramples over American close source models?

@bgurley We can only hope that the voice of reason (@DavidSacks) is being listened to and not Lutnick.

But I do fear the next play is to slap the Entity tag on all the Chinese model providers

@bgurley Theoretically—and practically—an open-source LLM application can absolutely be free while secretly exporting logs, prompts, or other data elsewhere without users realizing it.

@bgurley Manipulated? They are driven by their own agenda.

@bgurley Trump is going to ban “Chinese AI” in the next month

@bgurley Why are you complaining on twitter. You have connections. Tell them.

@bgurley @askalphaxiv Now run this on Opus 4.6. My bet is the token count is closer to the GLM count. It's not just price / token with these guys, it's token churning too!

@bgurley ….Says the manipulator

@bgurley

@bgurley Many such cases…