Earlier quoted context omitted.
I still don't get where the money for new open source models is going to come from once setting investor dollars on fire is no longer a viable business model. Does anyone seriously expect companies to keep buying and running thousands of ungodly expensive GPUs, plus whatever they spend on human workers to do labelling/tuning, and then giving away the spoils for free, forever?
I think it's market leadership which is just free word of mouth advertising which can then lead to consulting business or maybe they can cheek in some ads in llm directly oh boy you don't know. Also I have seen that once a open source llm is released to public, though you can access it on any website hosting it, most people would still prefer it to be the one which created the model. Deepseek released its revenue mod…
What I love about "open" models in general and Deepseek in particular, is how they undermine that market. Deepseek drops especially were fun to watch, they were like last minute plot twists, like dropping some antibiotic into a perti dish filled with bacteria. Sorry, try again with a better moat.
"Open" models are in fact the very thing enabling having a functioning market in this space.