[chvid]

OpenAi toppled as LLM leader by an open source / open weight company?

OpenAi has much more capital and compute than any of its competitors (especially deepseek); if that was to happen it would demonstrate that capital and compute doesn't matter as much as it is assumed ... (and it just might be the thing that pops the current ai bubble).

[cloverich]

Until the models can host themselves theyll always need a company to make the experience good enough for typical users; OpenAI can always host open source models instead of their own and their user base will mostly stick around, especially if they can leverage their existing base into a network effect. I wouldnt be surprised it they are investing heavily into this vs pure model hosting running.

Im thinking their real challenge will be surviving Apple (once they go all in) or Google (if they can figure out how to make a good product). Or something along those lines.

[xnx]

> OpenAi has much more capital and compute than any of its competitors

Isn't openai still losing money? I don't think they own any data centers.