Comment by empath75

What is the transition state where people start using open source models that you imagine actually happening?

Play out a scenario. An open source model is released that is capable as Mythos. Presumably it requires hardware big enough that running it at home is unfeasible. You are imagining that individuals can run it in the cloud themselves for cheaper than api tokens would cost? Or even small companies? And that Anthropic and OpenAI won't be able to cut costs deeper than their competitors while staying profitable?

If it is fundamentally a commodity, that means "running it yourself" also isn't really interesting as a proposition. Many of the world's biggest companies sell commodities. It's a great business to be in if you can sell them cheaper than anyone else.

The value add here isn't the model, it is "having a bunch of compute and using it more efficiently than anyone else".