What is your view on the future of frontier AI model companies like Anthropic and OpenAI?

I have enormous respect for Dario Amodei. I have never seen anyone come from fifth place to first in this industry. He is genuinely brilliant and I believe he is genuinely ethical. The enterprise future, however, is going to be companies using multiple models, some open, some closed. Where businesses have actual secrets and real competitive alpha, they are all going to move to open weight models they control. Where it is a lower-stakes application like marketing in a regional market, they may continue using a closed model. The Palantir model, the sovereign model, wins where precision and data control matter most. That is where the enterprise is actually going, regardless of what any particular CEO wants to happen.