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

Macro Investing Podcast Hosted by @fejau_inc Telegram:

参加 June 2022

105 フォロー中 28.1K ファン

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.