← Back to context

Comment by calgoo

9 hours ago

Please, give it another 6 months and they catch up. The American labs are currently trying everything they can to block others instead of advancing their models, trying to build an artificial moat. The American models are not that great, they are good, and they have a lot of agentic workflows in the back, but its basically a hardware limitation at this point. Once the HW makers catch up, and we can move away from the Nvidia monopoly, things will speed up quite a lot IMO.

We've been hearing the line about them only being a few months behind for a year now, during which time O/A have grown their revenue like 10x, haven't they?

  • Those are two different things. The market is expanding, so even if competitors are catching up, you can have your own revenue, in absolute terms, grow.

    • That's fair, I left out a part of what I keep hearing in relation to the open weight models only being a few months behind, which is that they're going to eat the big labs' lunch, but then the big labs keep growing...

      1 reply →

  • The thing is O/A have been much louder on pacing the frontier, lately.

    And yes, open weights are still behind, but are catching up.