Open source is going to eat "Open"AIs lunch.

Llama and Qwen are giving GPT and o# a run for their money. And you can build actual applications atop them.

Hunyuan is as good as Sora and works with ComfyUI and a robust set of open tooling and controlnets. LTX runs blindingly fast on consumer hardware.

Nobody talks about Dall-E anymore which is how far the open models have progressed. Why use a shitty web UI when you can have Invoke's incredible inpainting, brushes, and layers for free? Or fine tune your own style?

This game isn't going to be about foundation models. The value of a foundation model is fungible and will go to zero. The switching costs are zero and there are too many players.

This is a game about compute and applications.

Thanks for speed running the game OpenAI and showing everyone the way. We don't need you anymore.

All he’d have to do is get interest rates to rise 25bps and then poof, his competitors would evaporate.

I think Google has deeper pockets than OAI. The only competition I can see getting priced out by higher interest rates is Anthropic

Saying we should replicate the Russian economy then?

I'm mocking the whole idea of this or that lobbying being done to crush a particular competitor, when tech companies are very much a Rising Tide Lifts All Boats business.

Tech companies like Microsoft, one of the few ever convicted monopolists in the US

They don't want to crush a particular competitor, they want to crush all competitors :)