What’s the purpose of licensing requiring though things though if someone could just use an open source model to do that anyway? If someone were going to do those things you mentioned why do it through some commercial enterprise tool? I can see maybe licensing requiring a certain level of hardening to prevent prompt injections, but ultimately it still really comes down to how much power you give the model in whatever context it’s operating in.

If that's the case, the winner will likely be cloud providers (AWS, GCP, Azure) who do compliance and enterprise very well.

If Open Source can keep up from a pure performance standpoint, any one of these cloud providers should be able to provide it as a managed service and make money that way.

Then OpenAI, Anthropic, etc end up becoming product companies. The winner is who has the most addictive AI product, not who has the most advanced model.

I believe that eventually the AI bubble will evolve in a simple scheme to corner the compute market. If no one can afford high-end hardware anymore then the companies who hoarded all the DRAM and GPUs can simply go rent seeking by selling the computer back to us at exorbitant prices.

They are wasting tens of billions on something that has no business value currently, and may well never, just because of FOMO. That's not what I would call an investment.

They are washing 10s of billions of dollars an an industry-wide attempt to keep the music playing

Training is really cheap compared to the basically free inference being handed out by openai Anthropic Google etc.

Spending a million dollars on training and giving the model for free is far cheaper than hundreds of millions of dollars spent on inference every month and charging a few hundred thousand for it.

If the bubble is over all the built infrastructure would become cheaper to train on? So those open models would incenerate less? Maybe there is an increase of specialist models?

Like after dot-com the leftovers were cheap - for a time - and became valuable (again) later.

The recipe to Coca Cola is not copyrighted (recipes in general can't be) but is protected by trade secret laws, which can notionally last forever.

The recipe also isn't that much of a secret, they read it on the air on a This American Life episode and the Coca Cola spokesperson kind of shrugged it off because you'd have to clone an entire industrial process to turn that recipe into a recognizable Coke.

A recent copy-cat

https://www.reddit.com/r/CopyCatRecipes/comments/1qbbo6d/coc...

The recipe of coke is not a copyright, it is a trade secret. Trade secrets can remain indefinitely if you can keep it secret. Copyrights are "open" by their nature.

It's interesting that the prosperity maximum of both the United States and China happened at "market economy kept in line with a firm hand" even though we approached it from different directions (left and right respectively) and in the US case reversed course.

We could use another Roosevelt.

people have been pretty clear about a positive path forward

- big tech should pay for the data they extract and sell back to us

- startups should stop forcing ai features that no one wants down our throats

- the vanguard of ai should be open and accessible to all not locked in the cloud behind paywalls

But op is frankly absurd. It sounds reasonable for about 1 second before you think about it. What sets tech apart from every other area of human innovation? And why limit it to that? What about mineral exploitation? Oil etc.

It's just not a well thought out comment. If we focus on the "better path forward", the entrance to which is only unlocked by the realisation that big techs achievements (and thus, profits) belong to humanity collectively... After we reach this enlightened state, what does op believe the first couple of things a traveller on this path is likely to encounter (beyond Big Techs money, which incidentally we take loads of already in the form of taxes, just maybe not enough)?

Well practiced criticism of cynicism is boring

Why drag your dead ancestors into the debate?

On that note they say oil is dead dinosaurs, maybe have a word with Saudi Arabia...