Why the rise of open source AI isn’t hurting Anthropic … yet

Decagon CEO Jesse Zhang argues that open-source AI models complement rather than compete with frontier AI models, as mature use cases shift to cheaper models while overall spending on advanced models remains steady. Data from Vercel and OpenRouter supports this, showing high usage of open-source models but continued dominance of frontier models like Anthropic in spending. Nvidia's Nemotron is emerging as a significant new frontier model.