[zarzavat]

There's not much profit in inference, it's heavily commoditized. There is an illusion of potential profitability because the closed-weight models are currently a step ahead of the open-weight models. However, if you ignore the closed-weight models, then the open-weight models are also getting better every year. In the limit, the open-weight models will end up just as good as the closed-weight models.

AI is an inverse gold rush, the people who are getting rich off it are the people using it. The shovel-sellers are screwed.