There is too much business risk in running on an American company. They can pull the model back or lobotimize it. No Alex Karp fan, but he was right: companies are worried about hyperscalers stealing their alpha. The lack of guardrails, data security and control really give these open models the edge. If you factor in that they appear to cost less, the hyperscalers are in big trouble. I don't see how this works out. Software was always supposed to be deflationary and collapse down to 0 marginal cost but this isn't remotely the case. It's truly amazing to see the state of open weight models

My questions about strawberries got blocked as too dangerous! I’m not joking

From the blog post moonshot refers to it as open source but only mentions releasing the weights.

Or biology or chemistry.

Interestingly the reality of the open source release is they are opening up to full distillation by the closed source model providers at a deeper and more fundamental level. If anything the open sourcing will help Anthropic and open ai ladder up faster. Open source has always been about mutual cooperation towards a goal and has never closed the door to commercial success. All the hand wringing about open weight models putting closed providers at a disadvantage doesn’t get what working in the open actually does for commercial interests - it is like science in the open - it enables and lifts all boats. Likewise commercial success doesn’t close the opportunity for competition or more open source work - it’s the economy of activity and competition that matters overall. When things stagnate is when closer concerns turtle up and collude on not competing for each others turf.

The future is good and better for everyone the more work is in the open and the more work is in the commercial space. It’s good all around.

For regular chat users it's $19 while Claude is $20...

hmm almost like the exact race-to-the-bottom + arms-race dynamic all the doomers have been warning about