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Open original source ↗Ironically, contrary to the narrative, open weight models are becoming an important reason that OpenAI, Anthropic, and ultimately, in our view, SpaceXAI are likely to take the vast majority of model-driven AI revenue.
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Narrative: “open weight models are going to steal spend from frontier labs” Reality: people using open weight models to try to steal from and exploit enterprises are going to force companies to continually spend at the frontier to protect themselves. The capability increase in open weight models will accelerate frontier lab uptake and adoption across enterprises. Infrastructure without a frontier defense force will fall to the swarms of mercenaries and rogues traversing the open internet. Aggressively adopt AI or die.
wintonARK ↗