Eventually there will be a good enough model for most personal uses, our personal AI OS. When that happens there is a big chance advertising is going to be in a rough spot - personal agents can filter out anything from ads to spam and malware. Google better find another revenue source soon.
But OpenAI and other high-end LLM providers have a problem - the better these open source models become, the more market they cut underneath them. Everything open source models can do becomes "free". The best example is Dall-E vs Stable Diffusion. By the next year they will only be able to sell GPT4 and 5. AI will become a commodity soon, OpenAI won't be able to gate-keep for too long. Prices will hit rock bottom.
I really don't think you understand just how absurdly high the cost is to train models of this size (which we still don't know for sure anyways). I struggle to see what entity could afford to do this and release it as no cost. That doesn't even touch on the fact that even with unlimited money, OpenAI is still quite far ahead.
…I mean, “not-bad-at-all” depends on your context. For doing mean real work (ie. not porn or spam) these tiny models suck.
Yup, even the refined ones with the “good training data”. They’re toys. Llama is a toy. The 7B model, specifically.
…and even if it weren’t, these companies can just take any open source model and host it on their APIs. You’ll notice that isn’t happening. That’s because most of the open models are orders of magnitude less useful than the closed source ones.
So, what do want, as an investor?
To be part of some gimp-like open source AI? Or spend millions and bet you can sell it B2B for crazy license fees?
…because, I’m telling you right now; these open source models, do not cut it for B2B use cases, even if you ignore the license issues.