Comment by bee_rider
1 day ago
I don’t know anything about the open weight host business model. Do we know for certain that the folks selling inference by the token are really selling them in an upfront and profitable way? No subsidies from harvesting the info, to sell to the model trainers or anything like that?
Or subsidies from hopeful investors sweet-talked into not understanding the commodity nature of the business they are investing in. But that does not change much about the general assessment.
Chances are the typical story goes founders start fully believing that they would succeed with their own innovation but slip down a gradient towards commodity provider without really noticing themselves.