Earlier quoted context omitted.
I don’t really get the business plan for open weights model companies, is the idea companies would pay them for serving?
Thinky's main commercial product AFAIK is Tinker [0] - companies pay them to host their fine-tuning workloads and then the resulting fine-tuned models. I don't know if this is a good business plan, but I'm sure at least one person there has read Joel on Software [1]. [0] https://thinkingmachines.ai/tinker/ [1] https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/
What's their moat / secret sauce?