MTS(@MTSlive):Osmantic founder @TheAhmadOsman says Anthropic isn't worth $2 trillion if open models can catch the frontier with post-training alone: "GLM 5.3 is catching up. Kimi K3 is catching up to Fable 5. We're seeing models that are not even new base trained with just extra post-training reaching the frontier." "Are they scared? Of course they are scared. Their entire moat was that they are the only one able to do research and boost these models in a certain direction." "They no longer can IPO at a $1 or $2 trillion. Anthropic is not worth $2 trillion. I'm sorry. That's a joke. If somebody tells me Anthropic is worth one third of NVIDIA, absolutely not." @OsmanticAI

2026.09.10 01:37

Osmantic founder @TheAhmadOsman says Anthropic isn't worth $2 trillion if open models can catch the frontier with post-training alone: "GLM 5.3 is catching up. Kimi K3 is catching up to Fable 5. We're seeing models that are not even new base trained with just extra post-training reaching the frontier." "Are they scared? Of course they are scared. Their entire moat was that they are the only one able to do research and boost these models in a certain direction." "They no longer can IPO at a $1 or $2 trillion. Anthropic is not worth $2 trillion. I'm sorry. That's a joke. If somebody tells me Anthropic is worth one third of NVIDIA, absolutely not." @OsmanticAI