LLM Licensing May Shift to Revenue Sharing

teortaxesTex · x · 2026-07-19

The author argues that at massive scales, open-source models might pivot to **revenue-sharing licenses** rather than remaining purely MIT-licensed. They predict that companies capable of serving 10T+ scale models will eventually shift costs to large-scale deployers through new licensing models. Compute providers will also be looped into the cost-sharing ecosystem; otherwise, open labs will gradually lose their competitive edge.

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