🤝 Open Models Tack Toward the Frontier
Theory Ventures' Tomasz Tunguz: the AI frontier isn't a one-way race — it's a repeating catch-up cycle between open and closed models.
• Open-weight models (DeepSeek R1, GLM-4.6/5.2, Kimi K3) keep reaching parity with closed frontier models but haven't materially led
• On blended pricing, the median open model runs ~15% cheaper than GPT-5.2-class systems; the cheapest, DeepSeek V4 Flash, is ~90% cheaper
• Anthropic is reportedly about to post its first profitable quarter, even as open-source competition keeps pressure on margins
"Your margin is my opportunity" — competition between open and closed labs is accelerating the whole market, not slowing it.
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