Nansen CEO: Open-source weighting models may impact the business models of Anthropic and OpenAI, with costs and regulatory risks becoming key variables

Deep Tide TechFlow News, June 14 — On-chain analytics platform Nansen CEO Alex Svanevik said that in the future, open-weights models may place greater competitive pressure on Anthropic and OpenAI. Not every task requires an “IQ 150-level” frontier model; in many scenarios, models with around 115 IQ capability but about 90% lower cost are already “completely sufficient,” with a clear cost-performance advantage.

In the past, the AI industry generally believed that profits would come from the most advanced frontier models, but this logic may face challenges, especially when governments impose restrictions on frontier models or block access to them. In that case, revenue expectations for the related companies could be hit. As soon as regulation begins to limit the capabilities of frontier models or restrict their deployment, whether the business route that relies on high-end models to generate profits still holds will become a core issue the industry needs to reassess.