The original comment was “open models are what kill OpenAI and Anthropic”, which to me is as silly as saying “Android is what killed Apple”

Well I think a critical difference is that, unlike Apple, OpenAI and Anthropic have taken on so much VC funding that a 20-something % market share is not going to be enough for them. So open models could kill them, not because of the techonology but because of the way they're financed.