Forward Guidance(@ForwardGuidance):Frontier-model margins could be the real AI bubble. Anthropic is fasttracking its IPO just as revenue growth slows and open-weight models close the performance gap at a fraction of the cost. @fejau_inc says AI usage can keep exploding while the economics of the frontier-model layer get steadily more competitive.

Forward Guidance

@ForwardGuidance

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Forward Guidance@ForwardGuidance

2026.08.27 17:00

Frontier-model margins could be the real AI bubble. Anthropic is fasttracking its IPO just as revenue growth slows and open-weight models close the performance gap at a fraction of the cost. @fejau_inc says AI usage can keep exploding while the economics of the frontier-model layer get steadily more competitive.