Gavin Baker says anything that increases competition and compresses margins at the model layer (foundation models) is net positive for every other layer in the AI stack — power, semiconductors, hyperscalers/neoclouds, and even software. A world with only 2–3 dominant high-margin frontier labs is bad for the rest of the ecosystem because those labs become ...

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Link :
https://www.nextbigfuture.com/2026/07/gavin-baker-says-kimi-k3-is-bad-for-anthropic-and-openai-but-good-for-others.html