Why the Enterprise AI Stack Is Going Open

This week, Anaconda raised $150 million at a $1.5 billion valuation. The 12-year-old Python tooling provider, long considered infrastructure for data scientists, now reports over $150 million in annual revenue. Earlier this year, China-based DeepSeek released DeepSeek-R1, a dense mixture-of-experts language model trained on 2,788 GPUs: a setup estimated to be 96% cheaper than similar closed models. A few weeks after that, researchers from Stanford and the University of Washington trained a competitive small language model in 26 minutes on 16 GPUs, for a total cost of $50. None of these companies are OpenAI, Google, or Anthropic. But taken together, they point to a shift: open-source AI tooling is taking over. It is performant, cost-effective, and increasingly the preferred stack for ent