Comment by wg0

About 40% of stock market consists of about 7 or 8 companies. Those companies that are all into AI circular deals collectively trillions of dollars in valuations.

Now imagine a company burning 200,000/month on AI spend. Real numbers. Not every company is but some are.

Why such a company won't deploy an open weight model (Kimi 2.6 or Deepseek v4) on their own hardware (rented or otherwise) to save about 2.4 million dollars a year?

And these are the landmines Chinese cleverly did set up. Not saying intentionally or otherwise.

But end result is that good luck recouping your investments, you can pretty much kiss goodbye to any ROI. The bucket has a hole at the bottom and the bubble bust is guaranteed.

PS: Without open weight models too the economics do not make sense neither the code generated by these SOTA models is reliable enough to be deployed as is. Anyone claiming otherwise either hasn't worked on a real software stack with real users OR didn't use AI long enough to witness the AI slop and how hard it is to untangle or de-slopify the AI generated code therefore these trillion dollar valuations are absurd anyway.