1) Trying again. TLDR: Everyone can win. Open-source, frontier labs, infrastructure, applications and most importantly the American people. I understand all of the jitters about Anthropic losing share, real rates, spreads and second derivatives. Still think the most likely
Gavin Baker: Everyone Can Win in AI, Including Open Source
Gavin Baker argues open source, frontier labs, infrastructure, and applications can all win. He acknowledges jitters over Anthropic's share loss and real rates but stays optimistic.