AnalysisAI ModelsNovember 3, 2026

Nathan Lambert talk: how open models compete with OpenAI, Anthropic

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Lambert argues open models have passed an inflection point where they can be deployed and adapted for meaningful agentic tasks, a milestone OpenAI and Anthropic's models reached 3-6 months earlier. He lays out where open model builders should steer industry economics to avoid being swallowed by the two labs.

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