Everyone Predicted the Wrong AI Winner

I think the central debate right now in AI is the one that Chamath keeps pointing us back in the direction of, which is for 18 months since the deep seek moment, right? When the deep seek moment happened, the markets fell 40% and there was a reason for that. Many started arguing that the frontier models were screwed, that open source was going to kill them, that they were closing the intelligence gap, that model routing was going to make it easier and easier. to root these tasks to cheap tokens. But despite all of those arguments, and now we're 18 months into this and I had this back and forth with Girly a lot. I love open source. I want all the competition in the world. Let's be very clear. But despite all of those arguments, the fact in the field are just the opposite, the share of economic value, right? There's this tweet this week from Jesse Zang that we ought to pull up here, you know, the economic value, the share of wallet is actually increasing to the frontier labs while the of tokens, these commodity tokens is obviously going up, you know, to the other guys and I had a little back and forth this week with Nachesha on this, kind of trying to sus out why is that the case? Right? Because what people would have thought is, oh, cheaper, pretty damn good. 90% is good enough to do all these tasks that you're talking about Jason, so nobody's going to use the anthropics in the open eyes of the world. But despite that, it looks like their share of wallet has gone up.