Earlier quoted context omitted.
Only the AI labs are really interested in closed models. Google, Facebook, Microsoft, ... they'd rather go back to doing stock buybacks and being ridiculously profitable rather than raising capital for all this research and datacenters. They only do it because they think they have to.
The alternative is ceding the leading edge to China and being dependent on them to continue releasing advances
One could make the argument we can do the same for AI. Let China build the models and we capture the value somewhere in the layers above.
I think that’s a terrible idea but financially it makes just as much sense as offshoring labor and manufacturing, if not more.