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.
replyIt’s classic commoditize your complement, nobody can replicate the cloud providers, everyone can replicate the models with open weights.
Is that different from how companies are reliant on cloud computing?
replyYes. No law prevents you from provisioning and using your own hardware.
replyThere absolutely are laws restricting what hardware you are allowed to use. e.g. https://www.fcc.gov/faqs-recent-updates-fcc-covered-list-reg...
replyThose are routers - not general purpose computers.
replyThis argument would make more sense if the cloud providers used these devices but you were not allowed to.
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