{
  "type": "tweet",
  "id": "2028179181599911993",
  "url": "https://x.com/MilkRoadAI/status/2028179181599911993",
  "twitterUrl": "https://twitter.com/MilkRoadAI/status/2028179181599911993",
  "text": "The CEO of a $380 billion AI company said something that should concern every developer, every startup, and every government on earth.\n\nHe called open-source AI a \"red herring.\"\n\nThis is Dario Amodei, the man who runs Claude. \n\nHis argument sounds technical but it's not and it's about money. \n\nHere's what he said: \"I don't care whether a model is open source or not. The only thing I care about is, is it a good model?\"\n\nSounds reasonable, until you look at his books.\n\n75% of Anthropic's $14 billion in revenue comes from one thing, charging companies per token to use Claude through an API.\n\nIf enterprises could run their own models for free that revenue disappears.\n\nSo when Amodei says open source \"doesn't matter,\" what he means is, please don't look at open source.\n\nHis technical argument, AI \"open source\" isn't real open source. \n\nYou get the weights, just numbers not the actual source code and you can't see inside the model.\n\nFair point but it misses the bigger picture.\n\nCompanies running open source models don't need to see inside. \n\nThey need three things, lower costs, data privacy, and freedom from vendor lock in.\n\nOpen source somewhat delivers all three.\n\nA Berkeley study found open source AI models cost up to 90% less than closed APIs. \n\nHospitals can keep patient data in house. Banks can meet compliance rules. \n\nDefense contractors don't send classified data to someone else's servers.\n\nAmodei brought up DeepSeek to prove his point. \"I don't think it mattered that DeepSeek was open source,\" he said.\n\nBut DeepSeek's release crashed Nvidia's stock by the biggest single day loss in market history and it mattered.\n\nHere's the pattern that keeps repeating in tech:\n\nLinux was a toy until it ran the internet. \n\nAndroid was \"fragmented\" until it owned 72% of mobile. \n\nOpen source starts cheap, then it gets good, then it wins.\n\nAnthropic is posting record revenue. \n\n500+ customers spending over $1M a year and 8 of the Fortune 10 on board.\n\nBut so were BlackBerry and Sun Microsystems. \n\nSo was every incumbent that dismissed the disruptor.\n\nThe real question isn't whether open source is a red herring.\n\nBut the real question is whether the man running a $380 billion closed source empire is the right person to ask.",
  "source": "Twitter for iPhone",
  "retweetCount": 21,
  "replyCount": 29,
  "likeCount": 106,
  "quoteCount": 3,
  "viewCount": 34107,
  "createdAt": "Sun Mar 01 18:42:53 +0000 2026",
  "lang": "en",
  "bookmarkCount": 74,
  "isReply": false,
  "inReplyToId": null,
  "conversationId": "2028179181599911993",
  "displayTextRange": [
    0,
    279
  ],
  "inReplyToUserId": null,
  "inReplyToUsername": null,
  "author": {
    "type": "user",
    "userName": "MilkRoadAI",
    "url": "https://x.com/MilkRoadAI",
    "twitterUrl": "https://twitter.com/MilkRoadAI",
    "id": "1983916015877812224",
    "name": "Milk Road AI",
    "isVerified": false,
    "isBlueVerified": true,
    "verifiedType": "Business",
    "profilePicture": "https://pbs.twimg.com/profile_images/1988194042337796096/oUY9xu3n_normal.jpg",
    "coverPicture": "https://pbs.twimg.com/profile_banners/1983916015877812224/1762274800",
    "description": "",
    "location": "JOIN HERE →",
    "followers": 10742,
    "following": 199,
    "status": "",
    "canDm": false,
    "canMediaTag": true,
    "createdAt": "Thu Oct 30 15:17:16 +0000 2025",
    "entities": {
      "description": {
        "urls": []
      },
      "url": {}
    },
    "fastFollowersCount": 0,
    "favouritesCount": 438,
    "hasCustomTimelines": true,
    "isTranslator": false,
    "mediaCount": 315,
    "statusesCount": 1905,
    "withheldInCountries": [],
    "affiliatesHighlightedLabel": {},
    "possiblySensitive": false,
    "pinnedTweetIds": [
      "2028537884761014396"
    ],
    "profile_bio": {
      "description": "Get smarter about AI investing.\n\nCapitalize on the biggest technological change in history across the infrastructure & app layers of AI.\n\nBy @MilkRoad",
      "entities": {
        "description": {
          "hashtags": [],
          "symbols": [],
          "urls": [],
          "user_mentions": [
            {
              "id_str": "0",
              "indices": [
                141,
                150
              ],
              "name": "",
              "screen_name": "MilkRoad"
            }
          ]
        },
        "url": {
          "urls": [
            {
              "display_url": "milkroad.com/subscribe/?utm…",
              "expanded_url": "https://milkroad.com/subscribe/?utm_medium=social&utm_source=twitter_organic_ai&utm_campaign=biolink",
              "indices": [
                0,
                23
              ],
              "url": "https://t.co/yPOXdcbufv"
            }
          ]
        }
      }
    },
    "isAutomated": false,
    "automatedBy": null
  },
  "extendedEntities": {
    "media": [
      {
        "additional_media_info": {
          "monetizable": false
        },
        "allow_download_status": {
          "allow_download": true
        },
        "display_url": "pic.twitter.com/sNfyXnu5Yq",
        "expanded_url": "https://twitter.com/MilkRoadAI/status/2028179181599911993/video/1",
        "ext_media_availability": {
          "status": "Available"
        },
        "id_str": "2028178985490767873",
        "indices": [
          280,
          303
        ],
        "media_key": "13_2028178985490767873",
        "media_results": {
          "id": "QXBpTWVkaWFSZXN1bHRzOgwABAoAARwligqjFuABAAA=",
          "result": {
            "__typename": "ApiMedia",
            "id": "QXBpTWVkaWE6DAAECgABHCWKCqMW4AEAAA==",
            "media_key": "13_2028178985490767873"
          }
        },
        "media_url_https": "https://pbs.twimg.com/amplify_video_thumb/2028178985490767873/img/yeIKSjSOcH5w-oox.jpg",
        "original_info": {
          "focus_rects": [],
          "height": 1080,
          "width": 1920
        },
        "sizes": {
          "large": {
            "h": 1080,
            "w": 1920
          }
        },
        "type": "video",
        "url": "https://t.co/sNfyXnu5Yq",
        "video_info": {
          "aspect_ratio": [
            16,
            9
          ],
          "duration_millis": 100778,
          "variants": [
            {
              "content_type": "application/x-mpegURL",
              "url": "https://video.twimg.com/amplify_video/2028178985490767873/pl/VzFPnhO2tmCxpqpL.m3u8?tag=21"
            },
            {
              "bitrate": 256000,
              "content_type": "video/mp4",
              "url": "https://video.twimg.com/amplify_video/2028178985490767873/vid/avc1/480x270/7GO9OPqbZZFYuEoV.mp4?tag=21"
            },
            {
              "bitrate": 832000,
              "content_type": "video/mp4",
              "url": "https://video.twimg.com/amplify_video/2028178985490767873/vid/avc1/640x360/7XEnFqg_KsM5yPX8.mp4?tag=21"
            },
            {
              "bitrate": 2176000,
              "content_type": "video/mp4",
              "url": "https://video.twimg.com/amplify_video/2028178985490767873/vid/avc1/1280x720/MR189E-rk5WeUFSN.mp4?tag=21"
            },
            {
              "bitrate": 10368000,
              "content_type": "video/mp4",
              "url": "https://video.twimg.com/amplify_video/2028178985490767873/vid/avc1/1920x1080/_MRB2VUkZRBKKSXc.mp4?tag=21"
            }
          ]
        }
      }
    ]
  },
  "card": null,
  "place": {},
  "entities": {
    "hashtags": [],
    "symbols": [],
    "timestamps": [],
    "urls": [],
    "user_mentions": []
  },
  "quoted_tweet": {
    "type": "tweet",
    "id": "2027973126240293054",
    "url": "https://x.com/MilkRoadAI/status/2027973126240293054",
    "twitterUrl": "https://twitter.com/MilkRoadAI/status/2027973126240293054",
    "text": "Anthropic just launched a weapon against OpenAI.\n\nNot a new model, benchmark, or price cut.\n\nBut a copy-paste button.\n\nHere is what is happening and why it should terrify every AI company on earth.\n\nFor two years, Silicon Valley assumed one thing would keep you locked into ChatGPT forever. \n\nMemory.\n\nEvery preference you shared, every project you explained. \n\nEvery quirk it learned about how you think, months of training an AI to understand you.\n\nThat was supposed to be the moat but the thing that made leaving impossible.\n\nAnthropic just drained it.\n\nThey built a feature called Import Memory. \n\nIt sits right inside Claude's settings. You click it, and it hands you a prompt.\n\nYou paste that prompt into ChatGPT.\n\nChatGPT then does something remarkable.\n\n It confesses, It dumps every single thing it knows about you into a text block.\n\nYour work habits, preferences, projects, history, all of it.\n\nYou copy that confession and paste it into Claude. \n\nYour entire relationship with ChatGPT, months, maybe years of context transplanted in under a minute.\n\nOpenAI spent two years building a sticky product. \n\nAnthropic just made the glue dissolve.\n\nThink about what this means. \n\nThe reason most people stay with one AI assistant is not loyalty, it is laziness. \n\nStarting over is painful. \n\nRe-explaining everything to a new system feels like training a new employee from scratch.\n\nThat pain just disappeared.\n\nNow the only thing keeping you on ChatGPT is whether ChatGPT is actually better, not whether it remembers your name.\n\nThis is the most aggressive competitive move in the AI wars since the price cuts of 2024.\n\nAnd almost nobody is talking about it.\n\nThe question now is what OpenAI does and they have two options.\n\nMake memory exportable themselves or level the playing field and compete on merit.\n\nOr quietly make it harder to extract, bury the data and hope nobody notices.\n\nOne path builds trust, the other builds a wall. \n\nHistory says most companies choose the wall.\n\nBut here is the part that should keep every AI CEO awake tonight.\n\nIf memory is just a file you carry with you, then there is no lock-in, there is no moat. \n\nThere is only one question that actually matters.\n\nWhich AI is best right now. Today, this conversation.\n\nEvery single session becomes an audition and that changes everything.",
    "source": "Twitter for iPhone",
    "retweetCount": 189,
    "replyCount": 64,
    "likeCount": 858,
    "quoteCount": 32,
    "viewCount": 262251,
    "createdAt": "Sun Mar 01 05:04:05 +0000 2026",
    "lang": "en",
    "bookmarkCount": 614,
    "isReply": false,
    "inReplyToId": null,
    "conversationId": "2027973126240293054",
    "displayTextRange": [
      0,
      273
    ],
    "inReplyToUserId": null,
    "inReplyToUsername": null,
    "author": {
      "type": "user",
      "userName": "MilkRoadAI",
      "url": "https://x.com/MilkRoadAI",
      "twitterUrl": "https://twitter.com/MilkRoadAI",
      "id": "1983916015877812224",
      "name": "Milk Road AI",
      "isVerified": false,
      "isBlueVerified": true,
      "verifiedType": "Business",
      "profilePicture": "https://pbs.twimg.com/profile_images/1988194042337796096/oUY9xu3n_normal.jpg",
      "coverPicture": "https://pbs.twimg.com/profile_banners/1983916015877812224/1762274800",
      "description": "",
      "location": "JOIN HERE →",
      "followers": 10742,
      "following": 199,
      "status": "",
      "canDm": false,
      "canMediaTag": true,
      "createdAt": "Thu Oct 30 15:17:16 +0000 2025",
      "entities": {
        "description": {
          "urls": []
        },
        "url": {}
      },
      "fastFollowersCount": 0,
      "favouritesCount": 438,
      "hasCustomTimelines": true,
      "isTranslator": false,
      "mediaCount": 315,
      "statusesCount": 1905,
      "withheldInCountries": [],
      "affiliatesHighlightedLabel": {},
      "possiblySensitive": false,
      "pinnedTweetIds": [
        "2028537884761014396"
      ],
      "profile_bio": {
        "description": "Get smarter about AI investing.\n\nCapitalize on the biggest technological change in history across the infrastructure & app layers of AI.\n\nBy @MilkRoad",
        "entities": {
          "description": {
            "hashtags": [],
            "symbols": [],
            "urls": [],
            "user_mentions": [
              {
                "id_str": "0",
                "indices": [
                  141,
                  150
                ],
                "name": "",
                "screen_name": "MilkRoad"
              }
            ]
          },
          "url": {
            "urls": [
              {
                "display_url": "milkroad.com/subscribe/?utm…",
                "expanded_url": "https://milkroad.com/subscribe/?utm_medium=social&utm_source=twitter_organic_ai&utm_campaign=biolink",
                "indices": [
                  0,
                  23
                ],
                "url": "https://t.co/yPOXdcbufv"
              }
            ]
          }
        }
      },
      "isAutomated": false,
      "automatedBy": null
    },
    "extendedEntities": {
      "media": [
        {
          "allow_download_status": {
            "allow_download": true
          },
          "display_url": "pic.twitter.com/9Scsjme8RH",
          "expanded_url": "https://twitter.com/MilkRoadAI/status/2027973126240293054/photo/1",
          "ext_media_availability": {
            "status": "Available"
          },
          "features": {
            "large": {
              "faces": []
            },
            "orig": {
              "faces": []
            }
          },
          "id_str": "2027972810359115783",
          "indices": [
            274,
            297
          ],
          "media_key": "3_2027972810359115783",
          "media_results": {
            "id": "QXBpTWVkaWFSZXN1bHRzOgwAAQoAARwkzoa/mxAHCgACHCTO0EuXUL4AAA==",
            "result": {
              "__typename": "ApiMedia",
              "id": "QXBpTWVkaWE6DAABCgABHCTOhr+bEAcKAAIcJM7QS5dQvgAA",
              "media_key": "3_2027972810359115783"
            }
          },
          "media_url_https": "https://pbs.twimg.com/media/HCTOhr-bEAcNMW2.jpg",
          "original_info": {
            "focus_rects": [
              {
                "h": 652,
                "w": 1164,
                "x": 0,
                "y": 0
              },
              {
                "h": 1112,
                "w": 1112,
                "x": 0,
                "y": 0
              },
              {
                "h": 1112,
                "w": 975,
                "x": 65,
                "y": 0
              },
              {
                "h": 1112,
                "w": 556,
                "x": 274,
                "y": 0
              },
              {
                "h": 1112,
                "w": 1164,
                "x": 0,
                "y": 0
              }
            ],
            "height": 1112,
            "width": 1164
          },
          "sizes": {
            "large": {
              "h": 1112,
              "w": 1164
            }
          },
          "type": "photo",
          "url": "https://t.co/9Scsjme8RH"
        },
        {
          "allow_download_status": {
            "allow_download": true
          },
          "display_url": "pic.twitter.com/9Scsjme8RH",
          "expanded_url": "https://twitter.com/MilkRoadAI/status/2027973126240293054/photo/1",
          "ext_media_availability": {
            "status": "Available"
          },
          "features": {
            "large": {
              "faces": [
                {
                  "h": 69,
                  "w": 69,
                  "x": 494,
                  "y": 1170
                },
                {
                  "h": 96,
                  "w": 96,
                  "x": 887,
                  "y": 1071
                }
              ]
            },
            "orig": {
              "faces": [
                {
                  "h": 69,
                  "w": 69,
                  "x": 494,
                  "y": 1170
                },
                {
                  "h": 96,
                  "w": 96,
                  "x": 887,
                  "y": 1071
                }
              ]
            }
          },
          "id_str": "2027972971285868544",
          "indices": [
            274,
            297
          ],
          "media_key": "3_2027972971285868544",
          "media_results": {
            "id": "QXBpTWVkaWFSZXN1bHRzOgwAAQoAARwkzqw3lnAACgACHCTO0EuXUL4AAA==",
            "result": {
              "__typename": "ApiMedia",
              "id": "QXBpTWVkaWE6DAABCgABHCTOrDeWcAAKAAIcJM7QS5dQvgAA",
              "media_key": "3_2027972971285868544"
            }
          },
          "media_url_https": "https://pbs.twimg.com/media/HCTOrDeWcAANFSI.jpg",
          "original_info": {
            "focus_rects": [
              {
                "h": 610,
                "w": 1090,
                "x": 0,
                "y": 121
              },
              {
                "h": 1090,
                "w": 1090,
                "x": 0,
                "y": 0
              },
              {
                "h": 1243,
                "w": 1090,
                "x": 0,
                "y": 0
              },
              {
                "h": 1550,
                "w": 775,
                "x": 158,
                "y": 0
              },
              {
                "h": 1550,
                "w": 1090,
                "x": 0,
                "y": 0
              }
            ],
            "height": 1550,
            "width": 1090
          },
          "sizes": {
            "large": {
              "h": 1550,
              "w": 1090
            }
          },
          "type": "photo",
          "url": "https://t.co/9Scsjme8RH"
        },
        {
          "allow_download_status": {
            "allow_download": true
          },
          "display_url": "pic.twitter.com/9Scsjme8RH",
          "expanded_url": "https://twitter.com/MilkRoadAI/status/2027973126240293054/photo/1",
          "ext_media_availability": {
            "status": "Available"
          },
          "features": {
            "large": {
              "faces": []
            },
            "orig": {
              "faces": []
            }
          },
          "id_str": "2027973078337118208",
          "indices": [
            274,
            297
          ],
          "media_key": "3_2027973078337118208",
          "media_results": {
            "id": "QXBpTWVkaWFSZXN1bHRzOgwAAQoAARwkzsUkVuAACgACHCTO0EuXUL4AAA==",
            "result": {
              "__typename": "ApiMedia",
              "id": "QXBpTWVkaWE6DAABCgABHCTOxSRW4AAKAAIcJM7QS5dQvgAA",
              "media_key": "3_2027973078337118208"
            }
          },
          "media_url_https": "https://pbs.twimg.com/media/HCTOxSRW4AAsfG4.jpg",
          "original_info": {
            "focus_rects": [
              {
                "h": 418,
                "w": 746,
                "x": 0,
                "y": 300
              },
              {
                "h": 746,
                "w": 746,
                "x": 0,
                "y": 136
              },
              {
                "h": 850,
                "w": 746,
                "x": 0,
                "y": 84
              },
              {
                "h": 1200,
                "w": 600,
                "x": 73,
                "y": 0
              },
              {
                "h": 1200,
                "w": 746,
                "x": 0,
                "y": 0
              }
            ],
            "height": 1200,
            "width": 746
          },
          "sizes": {
            "large": {
              "h": 1200,
              "w": 746
            }
          },
          "type": "photo",
          "url": "https://t.co/9Scsjme8RH"
        }
      ]
    },
    "card": null,
    "place": {},
    "entities": {
      "hashtags": [],
      "symbols": [],
      "urls": [],
      "user_mentions": []
    },
    "quoted_tweet": {
      "type": "tweet",
      "id": "2027904566696788225",
      "url": "",
      "twitterUrl": "",
      "text": "",
      "source": "Twitter for iPhone",
      "retweetCount": 0,
      "replyCount": 0,
      "likeCount": 0,
      "quoteCount": 0,
      "viewCount": 0,
      "createdAt": "",
      "lang": "",
      "bookmarkCount": 0,
      "isReply": false,
      "inReplyToId": null,
      "conversationId": "",
      "displayTextRange": [],
      "inReplyToUserId": null,
      "inReplyToUsername": null,
      "author": {},
      "extendedEntities": {},
      "card": null,
      "place": {},
      "entities": {},
      "quoted_tweet": null,
      "retweeted_tweet": null,
      "isLimitedReply": false,
      "article": null
    },
    "retweeted_tweet": null,
    "isLimitedReply": false,
    "article": null
  },
  "retweeted_tweet": null,
  "isLimitedReply": false,
  "article": null
}