Good read on the situation.

It all boils down to a brilliant but extremely expensive technology. Both to build and to run.

We've been sold a product with heavy subsidy. The idea (from Sam) scale out and see what happens.

Those who care to read between the lines can see what's happening. A perfect storm of demand that attract VCs who can't understand they are the real customers. Once they understand that it will be too late.

Regarding open weight models: eventually we will, as humanity, benefit from the astronomical capital poured into developing a technology ahead of its time. In a few years this and even more will run on edge.

Written by open source developers, likely former openai and anthropic employees who got so much cash in the bank they don't need to worry about renting their knowledge.