Frank Downing(@downingARK):Stop thinking of “Frontier AI” as only the most intelligent models. Think instead of the Pareto Frontier. That’s the frontier that matters: any model below it is, by definition, overpriced for the intelligence it delivers. Today, OpenAI has the most models on the Pareto Frontier (3). Anthropic, Moonshot, xAI, Meta, and DeepSeek each have 1 frontier model. Data from @ArtificialAnlys

Frank Downing

@downingARK

Director of Research, AI & Cloud @ARKinvest Disclosure:

Joined April 2021

591 Following 20.2K Followers

Frank Downing@downingARK

2026.08.05 13:52

Stop thinking of “Frontier AI” as only the most intelligent models. Think instead of the Pareto Frontier. That’s the frontier that matters: any model below it is, by definition, overpriced for the intelligence it delivers. Today, OpenAI has the most models on the Pareto Frontier (3). Anthropic, Moonshot, xAI, Meta, and DeepSeek each have 1 frontier model. Data from @ArtificialAnlys