Agree, I don't necessarily see a strong argument favoring OpenAI or Anthropic here. In the interest of perspective, can anyone (perhaps playing devil's advocate) give one?
The open models are now good enough for what I want to do with them, let alone any future improvements. And factoring in efficiency gains, a model in the ~70b range starting to satisfy my needs would completely obviate the need to pay others for inference. This does not seem far-fetched to me, comparing with where open models were at this time last year. What am I missing?
Seems to me OpenAI and Anthropic are kinda following the Apple business strategy. Those two offer a premium service that gets better results and works more seamlessly. I.e. the integration between Anthropic models and Claude Code is apparently nice and gets better results, and I've heard anecdotally that Codex is currently the best.
So just like in IPhone vs Android, you could end up with a situation where Chinese firms compete and get most of the revenue and usage with low profit margins but OpenAI and Anthropic capture a premium side of the market and still get a lot of profits.
> In the interest of perspective, can anyone (perhaps playing devil's advocate) give one?
I have numerous cases where Sol failed and only Fable could solve a problem. For example yesterday I was merging a Q2 curved with a Bezier curved face in 3D using OpenSCAD. I tried for over 2 hours with Sol 5.6 high and x-high.
Fable two-shotted it in about 30 minutes.
In my experience open models (or GLM, DS and Kimi) are radically worse than either of Claude or ChatGPT at these tasks.
I think there is a huge "long tail" of tasks like this where the frontier labs are ahead, and I think this long tail is quite important.
Hardware and electrical costs including power usage and electric wiring/outlet costs of such machine.
Unless you are spending more than a max subscription (200 a month+) its cheaper to use the cloud.
But things are priced cheaper in the cloud now to lock you in and restrictions around hosted models are getting worse.
If you only have a $300 dollar laptop its probably not worth the upgrade.
I'm personally excited by local AI but the experience for the average isn't the same. I'm willing to get .5/s running on 10-15 years old machines but what I can do with it is limited.
Their marketing department :-) . I'm only half-joking; those guys are hard at work finding the best product-market fit for ChatGPT/Claude. "Product market fit" means "strongest revenue", which is not necessarily going to bring the best tool for you or me, but the one that can either get more consumers to shell off money, or more enterprises to cough money for licenses, and in both cases those consumer basis will be narrowed down to what legal and geopolitical circumstances allow OpenAI and Anthropic (and this is why they want to ban the competition!). It also means dark patterns and enshitification, of which I'm already seeing some both in the Codex interface (it was just renamed "ChatGPT"!!!) and in Claude Code (which also is just "Claude" now and can't '@' properly any longer). So in the medium run most people will be better off running an open source harness that can use any model.
you can't create a new drug by running a model on a laptop. You can't serve a customer support bot running on a laptop. You can't generate video in bulk for many users on a laptop. So there is still a case for paying others for inference.
Does it justify the valuations? No idea, but some major use cases are still there. That's why they are rushing to implement, OpenAI creating a "deployment company", Anthropic having some pharma rumors, etc.
Can they still go public ? MiniMax M3 Pro is also coming, then DeepSeek-v4-Pro GA, then GLM5.5. There will only be bad news for them in the coming few weeks/months.
US AI labs really rub me the wrong way, especially with the doom and scare tactics they use. Both Altman and Dario keep talking about how AI will replace workers and how we should regulate LLMs for national security, Dario’s main point.
LLMs are useful. We can all see that in agentic coding. But replacing everyone’s job? Hardly. And what’s with the scare tactic of trying to get the US government to ban foreign models?
LLMs are useful, and dare I say they’re on par with the internet. Making them cheaper and affordable is good for everyone. The fear mongering from Anthropic and OpenAI looks like an attempt to corner the US market into using only US models so they can keep the profits, especially since China has proven that LLMs are a commodity. US AI labs should work on making LLMs cheaper or better harness. Altman and Dario are not trustworthy.
> "Anthropic believes that they are the ones who should have final say over how Anthropic is used; given that they think only they should be developing leading edge AI, they by extension think that only they should have final say over AI generally. When you further combine this realization with the company’s pronouncements about AI’s ability to conduct all economic activity, you realize that Anthropic’s leadership effectively wants to have power over everything and everyone."
To be fair, we're simultaneously mocking anthropic for believing in safety so much and also for them thinking they're the only ones that care enough about it. It's true that no one else seems to care as much. Judging by reactions from everyone, all their safety talk is very bad PR.
If there are genuine society risks in a tech I don't want to discourage CEOs from talking about them. I feel like we've spent decades talking about how evil chemical companies (etc.) were about covering up issues in the 20th century. But yes, that's different to being a reason to ban external models.
I agree re: Dario quietly pushing for government control. He also said LLMs would replace a lot of entry-level information jobs, doubling the unemployment rate from 4-5% to 10%.
but this crap may take forever to play out even if the outcome is well-known. Self-driving is "here", it's obvious that once it's cheap enough having a human behind a car wheel or a freight truck wheel is an absurd waste of human life (kinda like digging canals with bare hands instead of an excavator), yet truckers and uber drivers are still employed. But everyone knows the writing is on the wall for them.
It's not so simple, if such a headline can get them closer to the regulatory capture they want to lock in American businesses and forbid them from using Chinese AI.
Agree, I don't necessarily see a strong argument favoring OpenAI or Anthropic here. In the interest of perspective, can anyone (perhaps playing devil's advocate) give one?
The open models are now good enough for what I want to do with them, let alone any future improvements. And factoring in efficiency gains, a model in the ~70b range starting to satisfy my needs would completely obviate the need to pay others for inference. This does not seem far-fetched to me, comparing with where open models were at this time last year. What am I missing?
Seems to me OpenAI and Anthropic are kinda following the Apple business strategy. Those two offer a premium service that gets better results and works more seamlessly. I.e. the integration between Anthropic models and Claude Code is apparently nice and gets better results, and I've heard anecdotally that Codex is currently the best.
So just like in IPhone vs Android, you could end up with a situation where Chinese firms compete and get most of the revenue and usage with low profit margins but OpenAI and Anthropic capture a premium side of the market and still get a lot of profits.
> In the interest of perspective, can anyone (perhaps playing devil's advocate) give one?
I have numerous cases where Sol failed and only Fable could solve a problem. For example yesterday I was merging a Q2 curved with a Bezier curved face in 3D using OpenSCAD. I tried for over 2 hours with Sol 5.6 high and x-high.
Fable two-shotted it in about 30 minutes.
In my experience open models (or GLM, DS and Kimi) are radically worse than either of Claude or ChatGPT at these tasks.
I think there is a huge "long tail" of tasks like this where the frontier labs are ahead, and I think this long tail is quite important.
Hardware and electrical costs including power usage and electric wiring/outlet costs of such machine.
Unless you are spending more than a max subscription (200 a month+) its cheaper to use the cloud.
But things are priced cheaper in the cloud now to lock you in and restrictions around hosted models are getting worse.
If you only have a $300 dollar laptop its probably not worth the upgrade.
I'm personally excited by local AI but the experience for the average isn't the same. I'm willing to get .5/s running on 10-15 years old machines but what I can do with it is limited.
> What am I missing?
Their marketing department :-) . I'm only half-joking; those guys are hard at work finding the best product-market fit for ChatGPT/Claude. "Product market fit" means "strongest revenue", which is not necessarily going to bring the best tool for you or me, but the one that can either get more consumers to shell off money, or more enterprises to cough money for licenses, and in both cases those consumer basis will be narrowed down to what legal and geopolitical circumstances allow OpenAI and Anthropic (and this is why they want to ban the competition!). It also means dark patterns and enshitification, of which I'm already seeing some both in the Codex interface (it was just renamed "ChatGPT"!!!) and in Claude Code (which also is just "Claude" now and can't '@' properly any longer). So in the medium run most people will be better off running an open source harness that can use any model.
[dead]
coding on a laptop is only one use case
you can't create a new drug by running a model on a laptop. You can't serve a customer support bot running on a laptop. You can't generate video in bulk for many users on a laptop. So there is still a case for paying others for inference.
Does it justify the valuations? No idea, but some major use cases are still there. That's why they are rushing to implement, OpenAI creating a "deployment company", Anthropic having some pharma rumors, etc.
Surely all those use cases can be done right now without a closed model?
I think GP was asking specifically about the use case for closed models.
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Can they still go public ? MiniMax M3 Pro is also coming, then DeepSeek-v4-Pro GA, then GLM5.5. There will only be bad news for them in the coming few weeks/months.
Fable 5.1 is coming, then GPT-6...
US AI labs really rub me the wrong way, especially with the doom and scare tactics they use. Both Altman and Dario keep talking about how AI will replace workers and how we should regulate LLMs for national security, Dario’s main point.
LLMs are useful. We can all see that in agentic coding. But replacing everyone’s job? Hardly. And what’s with the scare tactic of trying to get the US government to ban foreign models?
LLMs are useful, and dare I say they’re on par with the internet. Making them cheaper and affordable is good for everyone. The fear mongering from Anthropic and OpenAI looks like an attempt to corner the US market into using only US models so they can keep the profits, especially since China has proven that LLMs are a commodity. US AI labs should work on making LLMs cheaper or better harness. Altman and Dario are not trustworthy.
You are right to feel that way about the frontier labs, especially Anthropic. From https://stratechery.com/2026/anthropics-safety-superpower/
> "Anthropic believes that they are the ones who should have final say over how Anthropic is used; given that they think only they should be developing leading edge AI, they by extension think that only they should have final say over AI generally. When you further combine this realization with the company’s pronouncements about AI’s ability to conduct all economic activity, you realize that Anthropic’s leadership effectively wants to have power over everything and everyone."
To be fair, we're simultaneously mocking anthropic for believing in safety so much and also for them thinking they're the only ones that care enough about it. It's true that no one else seems to care as much. Judging by reactions from everyone, all their safety talk is very bad PR.
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If there are genuine society risks in a tech I don't want to discourage CEOs from talking about them. I feel like we've spent decades talking about how evil chemical companies (etc.) were about covering up issues in the 20th century. But yes, that's different to being a reason to ban external models.
Sam drank the "superintelligence" kool aid early on and said 30-40% of jobs could be impacted by AI, but recently admitted he was wrong
> “My scorecard, at the highest level, would be we’ve been roughly right on technological predictions and pretty wrong on the social and economic implications” https://www.cxtoday.com/ai-automation-in-cx/sam-altman-softe...
I agree re: Dario quietly pushing for government control. He also said LLMs would replace a lot of entry-level information jobs, doubling the unemployment rate from 4-5% to 10%.
Yale did a study recently showing little impact on employment in high-AI exposed jobs https://budgetlab.yale.edu/research/ai-probably-not-yet-reas...
I imagine it will be a long tail. Most companies won’t fire people for AI but probably won’t immediately replace a person that leaves, if at all.
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but this crap may take forever to play out even if the outcome is well-known. Self-driving is "here", it's obvious that once it's cheap enough having a human behind a car wheel or a freight truck wheel is an absurd waste of human life (kinda like digging canals with bare hands instead of an excavator), yet truckers and uber drivers are still employed. But everyone knows the writing is on the wall for them.
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It's not so simple, if such a headline can get them closer to the regulatory capture they want to lock in American businesses and forbid them from using Chinese AI.
But the US are the country of freedom!
That's what Hollywood has been telling me my entire life!
Only the ones that beat expectations
It'll sell after 1-2 times, then the market will get jaded and ignore.