[Nansen CEO: Open-Weights Models May Disrupt Anthropic and OpenAI's Business Models, Cost and Regulatory Risks as Key Variables] According to Deep Tide TechFlow, on June 14, Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that open-weights models could exert greater competitive pressure on Anthropic and OpenAI in the future. Not all tasks require cutting-edge models with '150 IQ-level' capabilities. In many scenarios, models with capabilities around 115 IQ but costing approximately 90% less are already 'more than sufficient,' offering a clear cost-performance advantage. The AI industry has traditionally believed that profits would come from the most advanced cutting-edge models, but this logic may face challenges, especially if governments impose restrictions or block access to such models. The revenue expectations of related companies could be impacted. When regulations begin to limit the capabilities or deployment of cutting-edge models, the viability of business paths relying on high-end models for profit will become a core issue that the industry needs to reassess.