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It’s a simple argument. Open-weight models compress frontier model margins, which reduces cash to invest in scaling up compute for larger pretrains — which is where material increases in intelligent come from. Why feign incomprehension? https://x.com/martin_casado/status/2078507190185504793

@drydenwtbrown·Jul 18, 2026·2 sources·neutral
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Martin Casado argues that open-weight models compress frontier model margins, reducing cash for compute scaling needed for intelligence gains.

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