It's far cheaper to spin up an H200 hourly or to simply consume a managed version of an open weights model than it is to use a proprietary hyperscaler API. And you own the model itself and can fine tune, tweak, lobotomize, etc.
The stuff you can run on your own RTX cards is neat, but it's rather hobbyist. The real power is in the cloud. Renting cloud hardware is fine, because the core problem is ownership of the weights, not the server rack or ISP fiber lines. Those are already commodity.
Big businesses will eventually run open weights models in the cloud, and it'll be a rather large part of the future AI economy.
They're Chinese companies offering open source models now as loss leaders to keep themselves in the game because they know virtually nobody, especially in the corporate world, would contract with them and give them access to their data. They might as well just send a Dropbox link of all their sensitive data directly to their Chinese competitors, same end effect.
They're also doing it as the digital equivalent of what they've done in other industrial sectors for decades. Undercut and flood the market and once you've killed or severely hindered your competition, then you have the market cornered. The moment they can afford to these open source releases will stop.
Then the world will be stuck, just the way the world is largely stuck on rare earths. Instead of being able to regulate the leading companies from DC and Brussels, they'll be stuck watching Beijing call the shots.
That world would likely always have guys like Mistral and Trinity, but it's an open question if they'll ever catch up to the frontier.
And then Beijing will enjoy access to the data (ask any multinational operating in China for more than 2 seconds how useful contracts and Chinas legal system is for protecting IP), and these companies will roll in the money, and the Chinese supply chain will grow up behind the labs.
So, let's not pretend they've got the moral high ground. No. That boot just isn't on your neck yet. They're playing the long game -- and they're good at it.
1. I get great products for nearly free 2. Anthropic/openai/etc will hopefully be destroyed since they stole everyone's work and are trying to capitalize on pure theft.
Win-win. The why of it is not really that relevant.
You don't trust the multi-billion dollar behemoth, but you trust the militarized multi-trillion dollar behemoth to play 'robin hood'?
i can't get my brain around the mental loops here.
Both are planning $trillion+ IPOs this year. OpenAI is collaborating with the Department of War, and Anthropic is under intense pressure to do the same and their top model is being held hostage right now. This week, the Department of War wrote a statement that xAI should not be held accountable for environmental laws because Grok is a vital weapon system of the US and was used to fire over 2000 missiles at Iran. The pentagon's statement mentions there are 3-4 such models so you may be able to guess which they are.
What are the mental loops here?
I would genuinely like to know if I'm missing something.
Nobody's trusting anyone, we're just enjoying the benefits of true competition much like the working middle class gained benefits between the ideological competition of the Cold War.
It's not a good thing if you think there's more discovery and progress to be made, rather than cannibalising a fully mature field with cheaper alternatives. Drowning R&D early is not good for everyone.
The happy ending where we're all living in a garden of eden cared for by benevolent AI is hardly worth considering when you look at the cast of characters who are in charge of the world right now.
Because they aren't giving you a cheaper service that fits your use case.
Best Case scenario, it's a trillion-dollar behemoth stealing from a billion-dollar behemoth so they can add their own explicit restrictions/weights on top to influence the masses.
There is no 'robin hood' here, any perceived value you get is clearly and explicitly tainted. "I don't care if it doesn't show me non-party-line results - It makes me a cheap UI !". Ethics/morals be damned.
I can't tell if you are talking about Anthropic or Alibaba here.
If your argument is that all present LLM offerings are unethical then that is something I am sypmathetic to. That said, I am also unable to offer a conceivable roadmap to undoing the opening of the LLM Pandora's box so I tend not ground my arguments in anti-LLM advocacy; that would be very 2023 of me.
The extreme of this is to make IP laws irrelevant and that everything should be in the public domain.
Which maybe is not a bad outcome for humanity as a collective after all.