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Osmantic founder @TheAhmadOsman says Anthropic isn't worth $2 trillion if open models can catch the frontier with post-training alone: "GLM 5.3 is catching up. Kimi K3 is catching up to Fable 5. We're seeing models that are not even new base trained with just extra post-training reaching the frontier." "Are they scared? Of course they are scared. Their entire moat was that they are the only one able to do research and boost these models in a certain direction." "They no longer can IPO at a…
Anthropic's War on Opensource AI Anthropic wants the public to see one thing: the careful lab, the safety lab, the grown-up in the room trying to keep frontier AI from running off a cliff. However, the pattern around Anthropic does