SemiAnalysis' Dylan Patel: Chinese labs going closed-source, 'open is dying quickly'
ns123abc · x · 2026-09-21
Dylan Patel, founder of SemiAnalysis, says the open-source model ecosystem is shrinking fast: "multiple Chinese model labs are telling inference providers their next model won't be open source — they'll license it instead." "Open is dying quickly, unfortunately."
If labs like Qwen and DeepSeek pivot away from open weights, inference providers relying on free open models would face renegotiated terms, reshaping the economics of the open-source inference stack.
Related event: SemiAnalysis Founder: Chinese Labs to Go Closed-Source as Open Source Dies(3 posts)→
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