alt Hacker NewsAnd if they get too good, they risk harming or otherwise killing their golden geese (their customers), who they are heavily invested in.
And if they get too good, they risk harming or otherwise killing their golden geese (their customers), who they are heavily invested in.
How? Imagine an open-weight model comes out that is somehow better than proprietary solutions. Now the marginal cost for the consumer is just the cost of renting the inference hardware, without having to pay the overhead of the owner of a proprietary model. And because it is cheaper, more customers want to use it, and Nvidia will sell the providers the inference hardware that they need.