> The actual risk that the author does not even broach upon for investors... the thing that will actually torpedo this massive investment are the open source open weight chinese models that commoditize the entire endeavor.
OpenAI and Anthropic investors yes, however open weight models are good for cloud providers. They can turn the two large customers into direct ai services that can be spread across many customers and reduce the cloud providers overhead on ai services.
OpenAI and Anthropic investors yes, however open weight models are good for cloud providers. They can turn the two large customers into direct ai services that can be spread across many customers and reduce the cloud providers overhead on ai services.