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The open model excitement isn't directly regarding cloud services.

The direct excitement regarding open models is that many of these Flash Mixture-of-Expert models run reasonably well on hardware a tech employee in the West, and businesses in less affluent countries, can realistically afford.

The indirect excitement is that the models are so efficient, so cloud prices also end up being very low.

You don't see the same scale of excitement surrounding the open weight trillion+ parameter models because, while it's neat they're open weight, it doesn't mean a lot if you need $50k worth of computers to just barely run them.

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I believe that I might agree with you. That is the attraction, and the truth, and the marketing. Near frontier open models are truly amazing.

Avoiding 2 labs having control of knowledge work at the true frontier is not just good for nerd reasons. If only 2 labs control the frontier of knowledge work, well.. that's pretty much the end of the USA's market/service economy. I mean if one or two labs run it, does that make a country's economy?

Meanwhile, we are a deeply stupid species. Based on multiple previous conversations on this website, it appears that for example, z.ai hosting is not a big deal.

Yes, anyone doing real due diligence on client data will face reality, maybe. However, given the long tail of external consultancies, the CCP is going to eat it all due to our outsourced laziness. Shareholder value, amirite!!?

This is how we lost our manufacturing base. Why would the token manufacturing base be any different? As far as I can tell, we have gotten even stupider in the last few years. I guess changing the name to SI and tariffs on Canada and the EU will solve these problems.

I think most posts are best read when there is a solution at the end, but is there one? What would that look like?

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> You don't see the same scale of excitement surrounding the open weight trillion+ parameter models because, while it's neat they're open weight, it doesn't mean a lot if you need $50k worth of computers to just barely run them.

This looks like a rather outdated POV. With increasingly pervasive use of SSD offload, there nothing particularly stopping you from running even the largest open models on ordinary local hardware. Sure, it will be really slow, but if you need the smarts for e.g. a one-off planning role it's a no-brainer.

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