a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China

There's only been one sin and that one sin is zero sum thinking. We always

worry about like oh is this defensible? Oh will this layer get margin? Will this layer get value? And the answer has kind

of been unilaterally yes. The answer has been every layer has gotten value. Every

layer has winners. These markets are so large and they're growing so fast. We're

actually seeing brand effects take place in this phase of model scaling. A lot of