I’ve been listening to this rhetoric about the open models eating O/A’s lunch for like 18 months, meanwhile their revenue is up what, like 50x?

May this kind of worry find me…

The reason is quite simple, American corporations know they cannot depend on models developed in China; not because they're bad or lower quality models, but because they know their government can ban these models any time they want. It's an implicit assumption that every company knows to be true.

It's quite different here in EU. I just gave a presentation in an AI conference in Paris about moving from Anthropic to open-weight models, how it looks like and what kind of savings you'll be looking at. The room was packed, and after discussing with a bunch of VPs, staff engineers, and CTOs in the conference, every single one of them are either looking at or using DeepSeek now.

It's quite hard to have the valuation of Anthropic if they are limited to US.

This doesn’t make any sense either, the use of these models is on the rise throughout corporate America, it’s just that they’re augmenting the frontier models, not replacing them.

You said it correctly: augmenting, not as a main solution, because of what I said above.