Comment by firasd
2 hours ago
Just serving the model over API seems like a natural fit and is what many of them are doing. So simply being the cloud provider for your own open weight model can be a source of revenue
2 hours ago
Just serving the model over API seems like a natural fit and is what many of them are doing. So simply being the cloud provider for your own open weight model can be a source of revenue
What is the moat? The time it takes for AI to rewrite an efficient inference stack for a new model? Considering most LLMs follow a similar architecture, adapting to a new model shouldn't take that much time.
There is no moat. At the moment, all of these companies are burning money to gain mindshare and market share. That's what Thinking Machines is doing; they're not looking for a business model.
Nobody in the LLM world has a moat, or even an actual business model
But so can everyone else. What’s the moat for spending all those billions. I understand the Chinese angle, they need to undermine American models as a matter of statecraft, but what is the business model here? It just seems like VC charity.
use open models to gain marketing/users/attention and then go closed? maybe
TM is a special company in that a lot of well commected people are willong to fund MM SOLELY because having a woman leader looks well on their family office portfolio.
Mira Murati's success isn't because she's a woman.