How is momentum fading when their headline product is so good it’s illegal?

I think they may have overplayed their hand so to speak. The end consequence is that their best model isn’t available right now, people are exploring alternatives, and realizing they work fine.

It’s such a fast paced and competitive industry, anyone who takes even a short break is going to have a hard time coming back from it, and that’s basically what they’ve done.

Thankfully, many tech companies have shortened parental leave to 6 weeks!

How do you grow your business when your flagship product is illegal?

easy - lobbying

Hasn’t worked for them so far

They don’t pay enough

is no longer being able to sell it to half of your market good, financially?

Expected cash flows, growth and risk.

Go ahead and incorporate that in those 3 variables... lets see what you know before I bother replying.

That is a good marketing headline, but for it to work the model has to become available again in a reasonable timeframe.

Otherwise people try other cheaper models, and they find out those models work perfectly for what they need.

Yeh local models will continue to gain performance before they can IPO

I only use free Gemini Pro to plan then scrape the log in Google Drive into local Qwen/Gemma+pi set up

I can plan and architect with Gemini on my phone or wherever and a cron job + custom JSON parser at home updates context in local model setup

> Open source is starting to slowly become a source of frustration for frontier labs In the discussion around value for money.

Ironic, considering that they got their ball rolling by taking from Open Source with neither credit nor attribution.