
Open Weights vs Closed Models: The Debate in Numbers
Owen BlackwoodThe capability gap between downloadable weights and gated frontier models has compressed from a year to months — and the economics of both camps are now documented enough to price.
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Markets, rates, hiring and enterprise budgets covered for their effect on private companies.

The capability gap between downloadable weights and gated frontier models has compressed from a year to months — and the economics of both camps are now documented enough to price.

After two years of impressive demos, agent startups are being priced on what their systems complete without supervision — a much smaller number than the demos implied.

OpenAI spent 2025 converting from a nonprofit-governed lab into a public benefit corporation — the largest governance conversion in corporate history, and a template other AI labs now copy.