In a post on X, venture capitalist Tomasz Tunguz said the frontier AI market is splitting into closed camps, with labs choosing partners, cutting off rivals and rationing access to top models. He pointed to recent moves across partnerships, API cutoffs and model rationing as evidence. Salesforce has tapped Anthropic as its dedicated AI partner, making Claude the default model in the world's largest CRM and Slack. OpenAI cut Cursor's API access on Nov. 12 after SpaceX acquired Cursor. Z.ai has put its flagship model behind the security review of a host with cumulative revenue over $10 billion. Anthropic is rationing Mythos 5 via Project Glasswing and restricting Fable to U.S.-only inference. OpenAI is giving trusted partners early access to GPT-5.6 variants. On the investment side, Nvidia is backing open ecosystems with $13 billion for Hugging Face, $7 billion for Poolside and $26 billion for Nemotron. Tunguz argues that access, not price, is the new scarcity in frontier AI.
Venture capitalist Tomasz Tunguz said in a post on X that the frontier AI market is splitting into closed camps. Labs, he argues, are choosing partners, cutting off rivals and rationing access to their strongest models.
Salesforce has picked Anthropic as its dedicated AI partner, making Claude the default model for the world's largest CRM and for Slack. OpenAI cut off Cursor's API access on Nov. 12, after SpaceX acquired Cursor. Z.ai has placed its flagship model behind the security review of a host with cumulative revenue above $10 billion.
Anthropic is rationing Mythos 5 through Project Glasswing and limiting Fable to U.S.-only inference. OpenAI is rolling out GPT-5.6 variants to trusted partners first.
Investment flows show the same split. Nvidia is backing open ecosystems with a $13 billion commitment to Hugging Face, $7 billion to Poolside and $26 billion to Nemotron.
Tunguz's take: access, rather than price, has become the new scarcity at the frontier.
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