alt Hacker NewsHonestly given how good the open weight models are getting I don’t see a viable business model for OpenAI and Anthropic anymore. The profit is in the compute, not the model. OpenAI and Anthropic spent all their money renting compute from others so yes they can sell lightweight model inference but they have a massive structural disadvantage now as others can always sell good-enough inference much cheaper.
There’s also zero stickiness to models and most companies now have their own internal routing utilities so devs and users can just keep the same API endpoint and move between models with a single line of code swap.
Unless something changes with the big labs and fast, they look pretty f*cked.
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I don’t know what I’m talking about but it seems to me OpenAI is heavily emphasizing productization of LLMs. Dots, ChatGPT Work, scheduled tasks, in-app projects etc.
Being able to directly distill their huge frontier models into Luna/Haiku-level models puts them a step ahead still.
i hate dario's politics, but i still find claude's eco system easier to use. Design/Artifacts is very convenient for people like me who has zero UI/UX expertise, and claude code's remote session works seamlessly on ios with a well-design client interface while you have to deal with ssh and typing in cli with your iphone keyboard if you are using opencode/omp etc
And yet, nearly all of enterprise money spent on AI tokens in the US is going to either OpenAI or Anthropic.
That's why they are constantly fearmongering and trying to get other models outlawed. If nothing else, under the pretense of national security.
People will pay for more intelligent models. Astra and Fable are more intelligent than these open weight models and can solve problems that are much more difficult, and that's extremely valuable. It's not any more complicated than that.