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It is BS to think that open source runs away with it by being cheaper. “This whole cost dynamic does not mean that open source just runs away with it. The labs are obviously also going to offer much cheaper versions of their own models. Their access to compute...

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Harry Stebbings

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22,329 просмотров • 4 дней назад •via X (Twitter)

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Комментарии: 11

Фото профиля Dan Gray
Dan Gray4 дней назад

That argument seems a lot more true for the cheaper models from Meta and Google, attached to giant money printers that can subsidise usage, than it does for the private labs.

Фото профиля hrishikesh kamath
hrishikesh kamath4 дней назад

Partly true. But, I also believe a lot of companies will start self hosting in order have lower inference costs. Thats where open source models will still come into place. For others, yes using cheaper frontier models might be a thing.

Фото профиля serx · fireply.ai
serx · fireply.ai4 дней назад

i run open weights for the boring stuff and a lab model when it matters. most builders i know do the same

Фото профиля Lena Vogt
Lena Vogt4 дней назад

Open source being cheaper doesn’t mean it runs away with the market. Labs can subsidize cheaper models and still have the compute edge. Open weights take a real share, but price alone doesn’t settle it. @Alondra_bons has been making the same split.

Фото профиля Uttam Gupta
Uttam Gupta4 дней назад

Cheap wins demos. Trust wins enterprise.

Фото профиля Max Curnin
Max Curnin4 дней назад

On Va voire

Фото профиля Raven
Raven4 дней назад

i hear “compute advantage” and start wondering which model gets the nicer cage

Фото профиля 泰坦链 | DeFi
泰坦链 | DeFi4 дней назад

Labs subsidizing prices just makes the moat feel more artificial. It is a war of attrition at this point.

Фото профиля Michael Fallon
Michael Fallon4 дней назад

Even if a company never switches to an open model, having a credible alternative changes its next pricing conversation with a lab.

Фото профиля Aki Kakko
Aki Kakko4 дней назад

Most of the workloads will be eventually on-device...

Фото профиля Rajil Jain
Rajil Jain4 дней назад

@grok long inference means which type of companies

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SITUATION EXPLAINED: What happens to open source when the US restricts access to frontier AI models? We asked Adrian Dittmann: "China is releasing these models [open source] to gain international dominance, people will work on these things and say, 'Hey, maybe I can contribute to this if it's open source.' This is the thing that actually gets them talent." "If you're not allowed into the next GPT release or you're not allowed to use Fable, then what are you gonna do? You're stuck with the existing stuff, or you will have to use an open source model that might have subtly better capabilities." "The United States will catch up to open source in some form as well. They seem to just be maximizing product creation." "The problem with open source models is you have to be kind of a nerd in order to use them properly. Consumer facing, the effects will be minimal because the average person doesn't care about open source models. They only care whether or not they can do a quick search with Gemini or ChatGPT."

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1:48

.Bill Gurley “I don’t think politicians understand how powerful open source is as a competitive weapon. If you have ten companies all doing open source, the minute an idea is shared, it's available to the other ten and they absorb it immediately. I think the odds that the U.S., with two proprietary models, can stay ahead of China, with ten open source ones, is very low.”

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ELON: OPENAI WAS MEANT TO BE NONPROFIT AND OPEN SOURCE He’s explaining the original intent and where it went off course. “I came up with the name OpenAI as an open source and nonprofit organization. I funded OpenAI for the first roughly fifty million dollars. It was intended to be a nonprofit, open source company. Now they’re trying to change that for their own financial benefit into a for profit company that is closed source.” Source: Astro Greek

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