VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341

Panelists would bet on open-weight AI models and NVIDIA/infrastructure over Anthropic and OpenAI's frontier-model economics.

• Model price war: Claude Opus 5.5 matches Opus 5.1's capability at 40% less cost to run; OpenAI's GPT-6 Sol hit $2/million tokens, both released the same day.
• Open-weight bet wins panel: Jenny Fielding and Jeff Clavier said 'gun to your head' they'd go 100% open-weight; open models already carry ~74-78% of token volume vs. 21-26% closed.

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