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Nvidia, Microsoft, Meta warn against overregulating open-weight models

cnbc.com

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Re: Nvidia, Microsoft, Meta warn against overregulating open-weight models

#121

Post by thewebguyd »

etiennebausson wrote: post #93

> The unbearable cheapness of open weight models So the closed model try to get client with their model by saying it's cheaper than employees, and then turn around to lawyer-out cheaper alternative? Truly the american dream.

And the verdict is still out on if it's going to be cheaper than employees in the long run. Maybe for companies in HCoL areas (SV/NYC), but any smaller mid-market org in a LCoL area, frontier model token spend may not end up all that cheaper when your employee salaries are $55k-$75k/year so you're mostly evaluating it as an additional force multiplier expense rather than a headcount replacer.

Re: Nvidia, Microsoft, Meta warn against overregulating open-weight models

#124

Post by Jagerbizzle »

bmurphy1976 wrote: post #112
christina97 wrote: post #9

I wonder what is happening behind closed doors for these companies to be issuing such a joint letter.

NVIDIA sells the tools. The more the better it is for them. Microsoft and Meta are also-rans at this point. Their best hope of catching up is probably leveraging their infra and open models.

"leveraging their infra" is a pretty solid play, considering the scope of investments these two companies have made thus far.

Re: Nvidia, Microsoft, Meta warn against overregulating open-weight models

#125

Post by mmusc »

Linserin wrote: post #6

Just saw on Microsoft https://www.microsoft.com/en-us/corporate-responsibility/top...

Makes sense Microsoft is placing it self as a model host and os providing open weight models for much cheaper on their infra already.

No wonder openai and anthropic are terrified

Re: Nvidia, Microsoft, Meta warn against overregulating open-weight models

#127

Post by infamouscow »

cyanydeez wrote: post #22
paxys wrote: post #20

Earlier quoted context omitted.

Different companies have different motivations. I'm sure some are genuine, but a lot of them simply lost the race (to OpenAI/Anthropic/Google) and know they can't compete anymore, so are shifting strategies. How many times has Microsoft done exactly this in the past?

looking at both openai and anthropic; they are winning something, but a sober look at their finances will make you silently mouth "but what did they win".

They want to be the successor to Enron.

Re: Nvidia, Microsoft, Meta warn against overregulating open-weight models

#128

Post by bogdanoff_2 »

somenameforme wrote: post #117
christina97 wrote: post #9

I wonder what is happening behind closed doors for these companies to be issuing such a joint letter.

The future will probably have most of all companies running local models, simply because the alternative would be essentially every company that uses LLMs ending up becoming completely dependent upon Anthropic et al. And that dependence would be milked to the point of absurdity once solidly established. And as a more general point - more major competitors in a domain is very good for everybody except those competitor…

Is that different from how companies are reliant on cloud computing?

Re: Nvidia, Microsoft, Meta warn against overregulating open-weight models

#129

Post by jwitthuhn »

calebkaiser wrote: post #7
satvikpendem wrote: post #4

The issue is not open weights as a whole, indeed Hegseth himself said they are important for America (if American made, presumably); the issue is Chinese models, whether open or not, and that's what's looking to be banned, and nothing in this article suggests otherwise.

The conversation going on in the industry is a bit broader than that. OpenAI's head of strategic futures just said last week that open models are inherently decelerationist, ungovernable, and will slow development on the frontier. You'll notice OpenAI does not appear as a signatory here despite their relationship with Microsoft.

Surprised to see I partially agree. They are indeed ungovernable and that is the best part.

Re: Nvidia, Microsoft, Meta warn against overregulating open-weight models

#130

Post by bee_rider »

petcat wrote: post #106
christina97 wrote: post #9

I wonder what is happening behind closed doors for these companies to be issuing such a joint letter.

Nvidia is subject to export restrictions on GPUs to China. So Chinese labs have responded by allowing American hosts to run their open-weight models in the US, where there are no restrictions. We see this in the EU too where Scaleway, and now Hetzner are getting into the inference host space serving Chinese open-weight models. So Nvidia benefits from more inference providers running many Chinese models that they othe…

Oh, that’s interesting. I think the general expectation was that blocking exports to China would result in companies there building their own cards competing with NVIDIA. If it has incentivized them to release open weight models instead, that seems like an unexpected win.
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