Summary: they want to commoditize the complement which means that Western "knowledge work" is the complement to Chinese manufacturing, and they want to turn the knowledge work into a low priced commodity via open llm models.
I've heard this before, always accompanied by a several thousand word blog post. But frankly it sounds like it's overcomplicating the issue. Why would you try to turn something into a commodity when instead you could turn it into a trillion dollar industry and win?
The goal has always been clear:
1. Release open models to get your name out
2. Then once you feel you have name recognition release even stronger models but keep them proprietary. Qwen is clearly at this phase.
3. Keep releasing open models because it's good publicity but never your SOTA models (e.g. Google's Gemma).
That's a fair point. That probably makes more sense, especially when viewed from a company-specific perspective. Each individual actor probably has much more to gain by trying to actually compete than by trying to commoditize the complement.
If viewed from a national perspective, then the decision calculus could get more confusing. I can imagine that commoditizing LLMs might cost substantially less than trying to be a leader in the space. Of course, there is also less to gain in commoditizing LLMs versus being a leader.
I'm not sure, though, and you bring up good points.
I've heard this before, always accompanied by a several thousand word blog post. But frankly it sounds like it's overcomplicating the issue. Why would you try to turn something into a commodity when instead you could turn it into a trillion dollar industry and win?
The goal has always been clear:
1. Release open models to get your name out
2. Then once you feel you have name recognition release even stronger models but keep them proprietary. Qwen is clearly at this phase.
3. Keep releasing open models because it's good publicity but never your SOTA models (e.g. Google's Gemma).