[rcMgD2BwE72F]

Rather than a foundation for their products, I think they're just trying to make it impossible for new competitors to enter that market because if when all the biggest models are open-sourced, a new player can't convince investors to bring billions on the table as there's nothing to monetize – the alternative is free.

Why enter the market now when AI is already commoditized? DeepSeek is making US investors regrets investing so much to get a tiny lead over them, but they're also making future, large investments much harder to justify when you can rely on existing open-sourced models

[herval]

that's a good thing, no?

Foundation Models aren't defensible. It'll force VCs to allocate on other stuff (the new buzz is "the application layer")

[rcMgD2BwE72F]

Open-source does very little good if no one actually contribute to the code except the company who controls it and no one else has the means to participate (other than taking the code as-it-is).

The giant players are more than happy to keep their models open if no one even tries to compete.

"None are more hopelessly enslaved than those who falsely believe they are free." ~~ Goethe