Ironically, contrary to the narrative, open weight models are becoming an important reason that OpenAI, Anthropic, and ultimately, in our view, SpaceXAI are likely to take the vast majority of model-driven AI revenue.Brett Winton (@wintonARK):Narrative: “open weight models are going to steal spend from frontier labs”Reality: people using open weight models to try to steal from and exploit enterprises are going to force companies to continually spend at the frontier to protect themselves.The capability incre ...