81–90 of 324 posts
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Just serving the model over API seems like a natural fit and is what many of them are doing. So simply being the cloud provider for your own open weight model can be a source of revenue
What is the moat? The time it takes for AI to rewrite an efficient inference stack for a new model? Considering most LLMs follow a similar architecture, adapting to a new model shouldn't take that much time.
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But so can everyone else. What’s the moat for spending all those billions. I understand the Chinese angle, they need to undermine American models as a matter of statecraft, but what is the business model here? It just seems like VC charity.
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For a first model, and given it's open, I am gaining some faith in American Open research labs again... I couldn't test it since it's not on openrouter or something, but even if it's only as good as GLM5.1 that's more than good enough first attempt, I think. Perhaps a lot more labs will catch up to ballpark frontier esque level soon, I am all for more competition in any field.
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What is the business model for an open weight model?
To compete against America. If your country has something like DeepSeek you really can't afford to let it fall as it's your best leverage if the US government decides to ban companies in your country from accessing American LLMs. And this is why there will never be a "DeepSeek of the US."
[0] https://www.theregister.com/ai-and-ml/2026/07/15/openai-hide...
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What is the business model for an open weight model?
The same business model that Deepseek is using. Open-source models + services. This is more attractive because it doesn't lock in the vendors. If I grow larger, I can decide to deploy the open-source models.
Tech history is littered with the corpses of "open source but we sell hosting" services. Models are so expensive to train, you can't be losing the big clients once they get super profitable.
Open base models that can be fine tuned on Tinker is a great business model IMO. You (i.e. an enterprise) can own your own model & have it perform frontier-or-better at your task at potentially much lower cost and Thinking Machines gets to be your essential infra/service provider in this world.
Also,
> Inkling-Small matches or exceeds its larger sibling on many benchmarks — the result of improvements we made to the pre-training data and recipe for the smaller model.
Very cool! Excited to see the next generations of Thinky models.