Anastasios Angelopoulos

speaker

614 appearances 1 recordings 1 series first heard Aug 2026 last heard 3 Aug

Anastasios Angelopoulos’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena · 3 Aug 2026 podcast

And that's because the business model of open router is to charge like a fee on top of every token.

And so what happens is that people don't use open router for proprietary models.

People are using open router primarily for open source models where they need the failover and all the value added services that open router provides.

If you look at the whole space of all inference, most of it is still being consumed on first party APIs and on proprietary models.

That's why anthropic revenue has been just a total hockey stick.

It's not like they're being completely cannibalized right now by Chinese open source models.

These models are still only a small fraction of the total inference spend in the world.

That said, think about what's happening in the future.

Enterprises are going to want to own their own intelligence.

They're going to want so-called AI sovereignty, which is a fancy word for meaning that you own your whole supply chain of AI.

That means you can take an open source model and you can fine tune it on your own company's data and own your stack end to end, basically outside of

the compute hosting.

And so then you should be able to run it within your own company.

People are going to care about sovereignty, people are going to care about cost, people are going to care about self-improving, and they're not necessarily going to want to give their data to an external third party service that might even be competing with them one day.

Well, I'll say it like this.

I think the business incentives make this inevitable.

And the reason is because businesses are going to need a way of keeping emote in the age of AI.

Software is no longer really emote because it can be produced instantaneously, right?

Let's project out five years.

That's what's going to happen.

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