Comment by gpugreg
2 hours ago
> Open weights will remain open only if they’re significantly worse than the frontier weights.
This makes the assumption that you earn more money by selling access to the model than by releasing the weights. That might be true for a company, but a US adversary might profit more from tanking the US economy. NVIDIA's stock dropped by 17% in a single day after DeepSeek-R1 was released, and the share of tech companies in the S&P 500 has only risen since then.
Open weights don't really "tank" the U.S. economy though. To the extent that they change anything in the U.S., they simply incent the big model suppliers to move their datacenter capacity to smarter, more capable models that have no real open weight equivalent.