[Jackobrien]

The giants knew this was coming, and soon 95% of AI tasks will be able to be done by open models (coding, research, cowork style work). So why pay a premium? Why use them at all? This leaves the labs with two options:

1) push the frontier in a way only massive scale can, and cash in on it (mythos level cyber security, recursive training, frontier science work). There’s big money for never before possible capabilities.

2) own the app layer with their edge in reputation and powered by their infrastructure. Be apple where everyone else is Linux. Do design, coding, research, SMBs, legal, finance, healthcare and more (they are doing all of this).

Will it be enough to justify a Google level valuation? We’ll see how fast they can push it.

[fredley]

3) Buy all the RAM, increasing the barrier to entry to push back the tide a bit, in time for a juicy IPO.

[AnthonyMouse]

> Be apple where everyone else is Linux.

Apple and Linux barely even compete in the same markets. Linux runs on the servers and embedded devices, Apple on the smartphones. Android is technically Linux but not in the "is a good analogy for open weight models" sense because Android is so deeply under the thumb of Google. The main place Linux and Apple actually compete is for PCs and laptops, and that's the market where the thing with 65% market share is Microsoft.

[ed_elliott_asc]

Won’t all they need to do is say “best in class, latest models, fastest” and wine and dine a few execs and those enterprise deals will be signed?

In this case the people tasked with using the product won’t actually mind.

[actionfromafar]

Yes, exactly that. Be Azure and Office 365 and Sharepoint and AWS where everyone else is Debian Stable on a USB thumbdrive.

[fragmede]

Office 365? Ew, Google docs, please.

[NitpickLawyer]

No one is getting fired for using SotA.

[spwa4]

If the price difference is 2x? Sure.

If the price difference is 50x? No way.

[RobotToaster]

Tell that to Oracle

[brainwad]

So long as the benefit:cost ratio is still sufficiently high, I don't think anyone gets fired for not scrimping. Better to encourage positive EV behaviour by your employees than to scare them away by firing them for not being perfectly optimal.

[ThunderSizzle]

The CEO won't get in trouble, but the employee who can't justify a bad result/prompt?

[watwut]

Accenture says "yeah totally CEOs will pay a lot for literal nothing"

[christkv]

You forgot

3. Try to get the government to "certify models" to cause regulatory capture which is what both Anthropic and OpenAI has been pushing. No certification no use in business.

[orwin]

Mythos was outperformed by small, specific local models in multiple oss project.

[RugnirViking]

i'd love to hear about this! do you have examples?

[orwin]

https://aisle.com/blog/aisle-discovers-6-new-cves-in-curl-in...

[sofixa]

> own the app layer with their edge in reputation and powered by their infrastructure. Be apple where everyone else is Linux. Do design, coding, research, SMBs, legal, finance, healthcare and more (they are doing all of this).

The problem with this is that there are incumbents in all those spaces doing their own AI agents / platforms, and they're the ones choosing the models they use internally and they sell to their own customers. The margins and the possibility to fine tunie using open weight models, as well as the guarantee they'll keep running at predictable costs (no US orders yanking access), make them a very appealing option.

And if you're a company that needs an AI powered legal software, would you buy it from OpenAI/Anthropic, or from someone who you've already bought legal software from before and has the domain knowledge?

[ForHackernews]

Google already owns the app layer, and hardware, and they are a frontier-level AI research firm.

I don't see how Anthropic or OpenAI survives being eaten by DeepSeek et al from the bottom of the stack and Google from the top.

[dubbie99]

The only reason people use google apps is because they are cheap and reliable. The user experience is awful. Have you ever tried to find a document you had open yesterday in drive?

[PunchyHamster]

I used their enterprise chat the other week coz one of the clients used it

It is truly amazing how bad it is. Made me miss using MS Teams. No software should make anyone miss using MS Teams

[hobo_mark]

Uh? Recently and frequently opened documents always show up on the first screen as soon as I open the app or website.