Nathan Lambert (Ai2 researcher, author of Interconnects), on X, July 17.

From the Jul 18, 2026 daily brief

He restated a judgment: frontier open models, in his framing, are accelerationist for AI diffusion and deflationary for the valuations of the largest, most capex-heavy tech companies — open models deliver the gains earlier and more broadly, shrinking the premium that closed models can charge (X / @natolambert, Jul 17). The link resolves only to his profile page, not the original post. Caveat: Lambert is a public advocate for open models, so his position and his judgment point the same way; this is a restatement of an existing view, not new evidence — and he appeared in this same column in yesterday's July 17 issue. Multiple judgments from one person do not corroborate each other in this brief.

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