Will open source crush OpenAI & Anthropic? On the frontier labs: "I think they're going to get crushed." @jefielding "I would go 100% into the hardware stack. I think the frontier models are trouble... my startups are all going open source." @Jason "I still think that both OpenAI and Anthropic are going to do fine... Anthropic at least 2, 2.5 trillion, and probably OpenAI 1.5 trillion." @davemcclure