Will Open Source Threaten Anthropic's Business?

I think the foundation models, let's say specifically anthropic have such special models. This can be hard for somebody to just kind of say, I've used open source with my data. It's going to be functional and positive for some amount of what you're doing, but I just don't think it can be powerful enough to really displace it.Now, joining me in the hot seat today, we have someone I've known for 10 years, Matt Murphy, partner at Menllo. He's the guy that led the deal into anthropic, but then he follows it up ...