The Strategic Value of Open Models
willccbb · x · 2026-07-19
The author argues that talent-dense, agile small teams releasing open models might gain a strategic advantage by capturing value at other layers. The thread also raises a broader question: if companies like OpenAI and Anthropic aren't training Western models, who will? It also points out that the world's largest companies are building custom AI for their hardware ecosystems, meaning "model openness" and "value retention" aren't mutually exclusive.
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