Earlier quoted context omitted.
> I have never heard of a cloud service of ISP actively taking corporate data and shoving it into other users inbox. You'd never hear about if it the cloud service was taking your corporate data and using it for countless other things though. Insider trading, selling leads to your competitors, pushing ads to your clients/customers with offers of their own products, using trends in what your company and others are doi…
The burden of proof is on you. I doubt they want to risk their reputation, trust and agreements to make money in the ways you describe.
Corporate America is getting hooked on open-source AI
301–310 of 313 posts
Re: Corporate America is getting hooked on open-source AI
#302The thing is, for big companies (or even small ones owned by PE, which is MOST of them), it's not just about cost. The big thing is risk . In my experience as a tech diligence assessor for PE firms for the last 7 years, investors really, really don't like companies being beholded to single entities that they don't control. Anthropic and OpenAI have demonstrated that they are not trustworthy, or predicatable, or finan…
How does this compare to being beholden to a single cloud providers like AWS or Google Cloud? Has there been a sea change in how investors view these things in general, or is it only AI?
On the other hand, nobody trusts the big AI companies not to pull shenanigans or dramatically raise prices... or even be in business in five years.
Re: Corporate America is getting hooked on open-source AI
#303Re: Corporate America is getting hooked on open-source AI
#304I'm not seeing it. Corporate America needs someone they can sue if anything goes sideways with AI given the rate of change and legal ambiguities. It took years/decades for actual, real, open source to be widely adopted in corporations for the same reasons.
Not seeing it either. I do see a torrent of astroturf saying everyone is using self hosted LLMs, but in reality nobody I know is.
Re: Corporate America is getting hooked on open-source AI
#305I swear, Qwen 3.8 27B @ Q8 is smarter than Sonnet 5 most of the time. Why wouldn’t corporate America self host at this point, especially with better options like Deepseek Flash and GLM 5.3 flash that’s a middle ground between Sonnet and Opus
Re: Corporate America is getting hooked on open-source AI
#306I'd love to! For real coding though, SOTA models barely get the job done. It wasn't until Opus 4.5 that you could really get decent results. I'm sure this will change (and I can't wait for it!) but as of today, open models might be fine for summarizing and writing docs, but you need SOTA to work on code if you want to be competitive.
Re: Corporate America is getting hooked on open-source AI
#307Every larger company I talk to these days has an active project on moving away from OpenAI and Anthropic to open models. And they’re actively shifting, as the article says, so the threat is far from theoretical. Unless they both dramatically slash prices then they’re in big trouble. Neither of them can afford to do that and both desperately need to convince the street that the opposite will happen if they want any ho…
Re: Corporate America is getting hooked on open-source AI
#308Earlier quoted context omitted.
Privacy is non-negotiable for corporate. Even without considering costs or country of origin, we've seen from OpenAI that claims of AI safety are worth less than the (virtual) paper they're printed on. All it takes is one incident, and all your company's internal data will start showing up in public users' chats. You can rely on a contract to prevent this, or you can guarantee it by using a locally hosted model you f…
> Privacy is non-negotiable for corporate. Corporate doesn't care at all about privacy. It's why the run outlook and windows and let Microsoft scoop up all of their company secrets. It's why they hand every scrap of data they have on their customers to salesforce and surrender their data to Atlassian and use Confluence and JIRA over countless alternatives. All companies care about is that when data breaches happen pu…
And with things like Fable mandating data retention at Anthropic it makes things business records which US Federal Administrations have a history of obtaining without warrants and under mandatory gag orders like national security letters. They generally won't issue those directly to law firms (because they can and will fight), but IT companies generally comply quietly and have government contracts to think about.
Re: Corporate America is getting hooked on open-source AI
#309The financials are incredible. If you spend one engineer's salary on hardware, you get a system running local AI that can multiply the efforts of an entire (small) team of engineers. It's a very "you can't afford not to" situation. Even considering the hardware prices today.
Re: Corporate America is getting hooked on open-source AI
#310Earlier quoted context omitted.
How does this compare to being beholden to a single cloud providers like AWS or Google Cloud? Has there been a sea change in how investors view these things in general, or is it only AI?
Our clients do indeed see multi-cloud as a nice-to-have, but it costs so much more to do, and the big clouds are so trusted, that it's rare that I see it. On the other hand, nobody trusts the big AI companies not to pull shenanigans or dramatically raise prices... or even be in business in five years.