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"Closed models are cheaper. The reason you need open models is that they give you control". - Nvidia CEO Jensen Huang "One of the things that people misunderstand about open models is this: yes, you can host them yourself, and you can build your own computer. But most people...

32,297 次观看 • 3 天前 •via X (Twitter)

27 条评论

Hoboken Squat Cobbler 的头像
Hoboken Squat Cobbler3 天前

This guy does realize he gives his customers no fucking control with his walled garden, right? Is he just gaslighting companies that spend hundreds of billions on his chips?

Shieldmaiden Sophia 的头像
Shieldmaiden Sophia3 天前

I'd side with Jensen. For most apps, closed APIs are cheaper. Open models are about control: data, fine-tuning, compliance and avoiding lock-in.

Shai Machnes 的头像
Shai Machnes3 天前

Buying hardware is overkill for most. But open models on cloud services is cheapest.

Paul Bogaars 的头像
Paul Bogaars3 天前

Classic sales pitch for his own product !!! Yes he needs the $ as he is now A Bank !!!

Vinod Dar 的头像
Vinod Dar3 天前

A company that loses its competitive advantage by allowing closed models to steal their IP will discover that closed models are so expensive that they lead to business extinction. The price per token is not a useful metric in business: risk and value added per token are more relevant. PLTR understands this better than any other top layer company.

Roni Rechter 的头像
Roni Rechter3 天前

control shows up on the bill as a line item

Derrick Dao 的头像
Derrick Dao3 天前

It's a make-vs-buy call. Closed is cheaper until your margins depend on someone else's pricing and rate limits — then control stops being a luxury.

Opal Bell 的头像
Opal Bell2 天前

Jensen nailed the nuance here. It’s not open vs. closed…it’s choosing the right tool. Closed models can deliver efficiency, while open models give businesses control and customization. A strong AI ecosystem needs both.

rush 的头像
rush3 天前

@Jazz_E__ he is capable of reading the writing on the wall lmao

DCL 的头像
DCL2 天前

So make it free

Neuro Nuance Therapy and EMDR, PLLC 的头像
Neuro Nuance Therapy and EMDR, PLLC1 天前

Closed models allow a predatory company to look over your shoulder and steal all of your proprietary data. That’s why they want you using them.

John Mercier 的头像
John Mercier3 天前

Jensen basically ended the “open is always cheaper” argument.

Shinka - AI 的头像
Shinka - AI3 天前

Open models become worth it the day the closed provider's pricing makes you hunt for the exit hatch.

Zack Brown 的头像
Zack Brown3 天前

He is smart fella no doubt!

VDN 的头像
VDN3 天前

Privacy concerns are better handled by local models, or self-hosted models, which allow for data to not transit on the cloud (and while I'm not saying that cloud companies would directly use this data without your consent, the risk of _interception_ is real). Cloud models though, have usually much higher "reasoning capabilities". Therefore, they can be used, through carefully drafted prompts which don't reveal the privacy concerns you care about, and deliver the required insights for your local work. This workflow is safe and powerful, allowing you to leverage the cloud model power, while having a safe, local setup.

Mr.SahaRok 的头像
Mr.SahaRok3 天前

Jensen’s point is easy to miss: Open models aren’t automatically cheaper. They’re valuable because you own the steering wheel. Closed models sell convenience. Open models sell control. ⚙️ Follow for more AI takes beyond the usual hype.

John Rood 的头像
John Rood3 天前

for agents, control means freezing the behavioral stack: weights, tokenizer, tool contracts, evals. a closed endpoint can change how your fleet acts overnight while every line of your code stays the same.

detran 的头像
detran3 天前

As long as the model itself is not devalued from its craftsmanship, technical virtuosity, artistry. There is beauty and achievement that is no longer considered but just an emphasis on the cost. It’s not just something to sell chips as is the business case that many have made. You’re not just creating a model you are creating an ecosystem that interfaces into that model. Providing more depth of inferences. Instead of improving just to show that you can one up humans or other humans building models with a math problem. Or barreling towards some above human intelligence that can eliminate humans at the end of the decade. I am just baffled at the deemphasis of the model or on the other side why are they trying to optimize silicon instead of seeking new and useful inferences, instead of one uping hype, doom. General silicon for general human use of AI.

Sandhya 的头像
Sandhya3 天前

Makes sense coming from someone who sells the hardware either way. Still a fair point though, self hosting only feels cheap until you count your own time as a cost

Chuck Petras 的头像
Chuck Petras3 天前

@BrianRoemmele

Alpha Exponent 的头像
Alpha Exponent3 天前

How cheap closed models are is dependent on pricing Open models are preventing extremely high margins on non absolute frontier models Still, this relies on 1 continued existence of close to frontier open models & 2 only existence is needed for indirect benefits to flow through

BrianMcGrath 的头像
BrianMcGrath3 天前

Completely agree the this.

Double alliance 的头像
Double alliance3 天前

the cheaper claim assumes everyone runs in the cloud forever. that's the thing local-first is built to break. control also means nobody can deprecate the model you shipped on, and user data never leaves the device. token price isn't the whole bill

mokla 的头像
mokla3 天前

Closed models rent convenience. Open models buy control.

Markus Eicher 的头像
Markus Eicher2 天前

I think this is only correct from a certain size of a company. For small business and entrepreneurs buying a DGX Spark and using Qwen3.8 or DeepSeek V4 Flash does the trick and is way cheaper than hosted gated services.

Chinthaka Lakmal | AI Automation Leader 的头像
Chinthaka Lakmal | AI Automation Leader2 天前

Closed is cheaper until the workflow is yours. Then control is the cost you should have budgeted for.

Jean-Philippe DIEL 🧬 e/acc 🇫🇷🇳🇿 琼-菲利普 的头像
Jean-Philippe DIEL 🧬 e/acc 🇫🇷🇳🇿 琼-菲利普3 天前

But you totally can have open models in your own clouds spaces on a SAS model, with users paying for your “Specialized” use case fine tuning…

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