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by foo12bar
45 days ago
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Yes, I agree. I'm not saying China is bad doing this, it's just this is what they are doing IMO. Spending huge amounts of money to gain a foothold in AI because it helps their country is not a bad thing at all. But my point is that the day that the USA's AI industry collapses in on itself, Chinese companies are going to also stop open sourcing their models, too. It may sound like I'm kicking China for this, I'm not. It's just a practical take. You can't make money spending 10s or 100s of millions of dollars just to then give away everything for free and expect to make money long term. Do you agree? |
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It all comes back to what I said earlier. If you treat the model as the product, then it makes sense to keep it closed. You have some secret sauce that nobody else has, and you sell it. But the reality is that nobody has a magic formula that's significantly better than what other people can figure out. You might get an advantage for a few months tops, and then other models start catching up.
And this creates involution where you just have a race to the bottom where nobody makes any money. On the other hand, if you treat models as infrastructure, and everybody contributes to the same pool of knowledge, then you amortize the cost of making a better model. The money comes from actual products that can genuinely differentiate themselves. Companies are going to seek niches they can dominate where they do a specific thing really well. That's a much more realistic path towards long term sustainability.
And that's why I expect models are going to become infrastructure akin to Linux in the long run. They're just not where profit is.