How will the Google/Anthropic/OpenAI's of the world make money on AI if open models are competitive with their models? What hurt open source in the past was its inability to keep up with the quality and feature depth of closed source competitors, but models seem to be reaching a performance plateau; the top open weight models are generally indistinguishable from the top private models.
Infrastructure owners with access to the cheapest energy will be the long run winners in AI.
Infrastructure owners with access to the cheapest energy will be the long run winners in AI.