Open Source Models Squeeze Small Model Profits

a_karvonen · x · 2026-07-10

The post argues that once open-source models reach a certain capability threshold, vendors' profit margins on small models will shrink rapidly, potentially making frontier labs less focused on small model strategies.

As an example, the author notes that Deepseek V4 Flash costs only a tenth of Haiku 4.5 but delivers superior performance. Even Qwen-3.6-35B-A3B is considered smarter than Haiku.

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