> The reason why AI companies are spending so much money is to rollout data centres to run the AI in the first place. These expenses are one-off purchases, not regular operating expenses

Companies are investing in scaling models. Doesn't that mean that they'll need to keep investing to stay on the edge? After all, when they lose the edge they lose customers.

> For starters, the average person isn't going to use a locally hosted model, ever

If open weights weren't a problem for these companies, ram altman wouldn't have accused the people of stealing his compute.