Speculation: open models is what will kill Anthropic and OpenAI. Hyperscalers can run the models without a licensing fee. Apple can make them smaller and put them on the device. The frontier models are an edge and a liability. They're astronomically expensive to train. Without them, their models will fade into obscurity. Their marketing depends on people believing the models are meaningfully different, as people have…
The state of open source AI
101–110 of 379 posts
Re: The state of open source AI
#102Earlier quoted context omitted.
Open models are probably also comparatively astronomically expensive to train - just less so than the frontier models because they’re somewhat smaller, +/- the creators are more incentivised to focus on getting more from less compute because they’re have to, +/- they rely on distillation of the frontier models and this is more efficient. But efficiencies aside; creation of open models still requires a lot of money an…
Yes, the problem with comparing open models to open source is that open source requires humans to volunteer their time. Open models requires humans to volunteer their money. These two types of contributions have very different behavioral profiles, and it doesn't obviously follow that the historical success of getting people to collaborate socially on building software for fun and for the benefit of the community will…
Re: The state of open source AI
#103Speculation: open models is what will kill Anthropic and OpenAI. Hyperscalers can run the models without a licensing fee. Apple can make them smaller and put them on the device. The frontier models are an edge and a liability. They're astronomically expensive to train. Without them, their models will fade into obscurity. Their marketing depends on people believing the models are meaningfully different, as people have…
Someone can, but Apple has essentially admitted defeat and handed the reigns over to Google.
Re: The state of open source AI
#104Re: The state of open source AI
#105Earlier quoted context omitted.
I still strongly believe Google Gemini has the best position for one simple reason: model maintenance. Accurate information is a moving target. Open models are indeed very capable, but they will eventually become more specialized to the application to keep an edge. It makes perfect sense that the future shape of AI conforms to the landscape it was born out of.
Grok has the biggest advantage in current events knowledge because it's integrated with X, which enough people still use even though it isn't Twitter.
Re: The state of open source AI
#106Speculation: open models is what will kill Anthropic and OpenAI. Hyperscalers can run the models without a licensing fee. Apple can make them smaller and put them on the device. The frontier models are an edge and a liability. They're astronomically expensive to train. Without them, their models will fade into obscurity. Their marketing depends on people believing the models are meaningfully different, as people have…
> Apple can make them smaller and put them on the device Someone can, but Apple has essentially admitted defeat and handed the reigns over to Google.
Re: The state of open source AI
#107Speculation: open models is what will kill Anthropic and OpenAI. Hyperscalers can run the models without a licensing fee. Apple can make them smaller and put them on the device. The frontier models are an edge and a liability. They're astronomically expensive to train. Without them, their models will fade into obscurity. Their marketing depends on people believing the models are meaningfully different, as people have…
> Apple can make them smaller and put them on the device Someone can, but Apple has essentially admitted defeat and handed the reigns over to Google.
Oh man, they gave them free reign?
How will anyone reign them in now?
For all intensive porpoises, this is like Babe Ruth, chomping at the bat!
Re: The state of open source AI
#108Speculation: open models is what will kill Anthropic and OpenAI. Hyperscalers can run the models without a licensing fee. Apple can make them smaller and put them on the device. The frontier models are an edge and a liability. They're astronomically expensive to train. Without them, their models will fade into obscurity. Their marketing depends on people believing the models are meaningfully different, as people have…
Eventually they will kill the hyperscalers too because of privacy issues. It's better for a company to pay an uprfont cost and then run everything on premise that uploading their entire codebase to a third party service.
Sure there will be self-hosters but hosting AI models will always be more of a challenge than running scalable database on your own hardware and specialized hyperscalers will be here.
Re: The state of open source AI
#109Earlier quoted context omitted.
Android has market share, but Apple makes all of the money! I find it really funny when people attribute Apple’s success to “oh, the only reason they succeed is design and marketing.” Yeah, I mean factually speaking design and marketing actually do matter a lot! Us developer types like to pretend like specs are the only thing that matters? If you could have a 10x more powerful model you could only access running loca…
> Android has market share, but Apple makes all of the money! So? The benefit of open source is that you don’t have to worry about making a ton of money. You just need to be viable. Apple: premium product a minority is willing to pay for Android: standard product the majority use I’m sure there will continue to be iPhone equivalents in the AI world, premium bespoke models. But the vast majority of people will be happ…
Re: The state of open source AI
#110Exactly 4 months ago, the marketshare on openrouter was 60%-40% in favor of closed models. Now it's 63%-37% in favor of open models. On March 19th, the open models processed 888B tokens in aggregate, yesterday, they processed 4.19T tokens in aggregate. That's almost 5x in 4 months! I can't think of the right intensifier to describe this level of growth. If you are looking for more details (as inferred by openrouter d…