[somenameforme]

The future will probably have most of all companies running local models, simply because the alternative would be essentially every company that uses LLMs ending up becoming completely dependent upon Anthropic et al. And that dependence would be milked to the point of absurdity once solidly established.

And as a more general point - more major competitors in a domain is very good for everybody except those competitors themselves, who would rather there be as few as possible.

[mlazos]

Yeah I fully expect companies with lots of GPUs but not a good model like Microsoft and Amazon to just take these open weight models and make money, the GPU expense is the only moat at this point.

It’s classic commoditize your complement, nobody can replicate the cloud providers, everyone can replicate the models with open weights.

[dnnehgf]

yes, this seems to me to be the reason why these three companies want open weight. everyone wins (but especially big tech) in the open weight world except anthropic and openai. i suspect even google could live with the open weight scenario; they are in a sense the only tech company that is perfectly hedged in this respect.

i suppose this is part of why openai and anthropic have not been shy about advertising the scarier strains of their models, these past few months; they basically have to force the white house's hand or risk being commoditized among the various other options in a microsoft/openrouter dropdown.

[zekrioca]

But what does that mean for the US competitive leap in AI when compared to China? Is it an admission by these companies that AI models are here to stay and the US will not “win” by being the only country with the best of models? Genuinely asking, not sure about the answer.

[bogdanoff_2]

Is that different from how companies are reliant on cloud computing?

[moralestapia]

Yes. No law prevents you from provisioning and using your own hardware.

[TheBicPen]

There absolutely are laws restricting what hardware you are allowed to use. e.g. https://www.fcc.gov/faqs-recent-updates-fcc-covered-list-reg...

[largbae]

This argument would make more sense if the cloud providers used these devices but you were not allowed to.

[pulse7]

Those are routers - not general purpose computers.

[applicative]

China will be dropping the open models blather any day now. The autonomous agential coding Ai just turned out to be way too easy to perfect. They will give Kimi K3 to the Sinaloa cartel on Monday, but that's going to be the end of it.