[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.