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Everyone's business model gets a lot better if the two frontier labs can't extract about a hundred billion dollars of revenue this year from their businesses.

The companies signing Jensen's open-weight letter are doing so because restricting frontier labs' revenue would benefit their own business models, not just because they agree with the principle. ✦ AI generated

Jason · 20VC · 2026-07-30 · original ↗

starts at this moment · 5:01

Everyone's business model gets a lot better if the two frontier labs can't extract about a hundred billion dollars of revenue this year from the businesses.

verbatim transcript · starts at 5:01

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4:49forwarding to the end and working back. While they're not saying they want to ban these things, they're advocating a series of steps that would add up to de facto banning or at least slowing them down. And that's what's driving everyone else to say, "Hey, no, we don't want this." As often is the case. And that's why I kind of there are some arguments on both sides and some of the issues,

5:10right? I think the chip is you could go either way. And Jensen ain't going to go for the don't sell chips to China argument, right? I think there are national security discussions that could be had around that. So, it's not like it's all correct on one side. Everyone's not piling on to that letter because they're like, "Oh my god, Jensen, you're a god and I want to agree with you."

5:27Though he is a god and you should agree with him. They're piling on because they're like, "Everyone's business model gets a lot better if the two frontier labs can't extract about a hundred billion dollars of revenue this year from the businesses." >> So, is Sam signing is Sam signing this through gritted teeth? Like, [ __ ] I have to sign this. They're signing this publicly while at the same time lobbying

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