Earlier quoted context omitted.
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…
Yeah I fully expect companies with lots of GPUs but not a good model like Microsoft and Amazon to just take these open weight models and make money, the GPU expense is the only moat at this point. It’s classic commoditize your complement, nobody can replicate the cloud providers, everyone can replicate the models with open weights.
i suppose this is part of why openai and anthropic have not been shy about advertising the scarier strains of their models, these past few months; they basically have to force the white house's hand or risk being commoditized among the various other options in a microsoft/openrouter dropdown.