alt Hacker NewsCompeting with chinese open-weight model which can run openly or on independent providers. Once the temporary hardware shock is over and becomes more easily available, there will be tons of independent inference providers hosting open-weight models. And I suspect we will see dozens of custom, niche distilations from open-weight models being offered by smaller groups.
Anthropic has no value proposition - just being 3-6months ahead in frontier models vs. open-weight doesn't justify trilion dollar valuation.
People keep saying this about open weight models but I haven’t heard of any real companies any of my friends work at willing to switch over to them.
My company buys Claude because it’s a trusted name with a user-friendly interface and integrations with a lot of business apps.
This “open weight models will take over based on price” is analogous saying that Linux and LibreOfficr will displace Windows and Microsoft Office in the workplace because they’re drastically cheaper.
Another analogy is that people talk a lot about the resurgence of audio CDs, but if you look at sales numbers it’s about 4% of peak audio CD sales from the year 2000. Sometimes in society a trend is more that people keep saying that a trend is happening rather than a trend is really happening.