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I have been using some open-source and open Weight models in these last few days and at least for my applications it appears they are almost 80-90% as good as the paid ones like Claude or OpenAI codex. I don't have to work too hard to imagine that eventually they will catch up and converge with the paid models . it seems to me that Anthropic and OpenAI IPOs, whenever they happen, will destroy a lot of wealth if not …
— ORIGINAL POST ·
On frontier models
· r/ValueInvesting
· Jun 23, 2026