Open and Closed Models Are on Different Exponentials

开源与闭源模型在不同的增长曲线上

Nathan Lambert argues that closed frontier labs will capture high-margin demand in coding-agent workflows, citing a personal willingness to pay $2,000 per month and projecting OpenAI and Anthropic valuations of $2-10 trillion over 5-10 years.

Why it matters: HKR-H/K/R all pass: the essay has a clear open-vs-closed hook, concrete price and valuation claims, and practitioner resonance. It remains single-source commentary, so it sits in the featured-threshold band.