Consultant: banks larping 'sovereignty' with on-prem OSS models; bullish on Chinese providers
teodorio · x · 2026-11-10
Consultant teodorio, whose bread and butter is agent deployments and data platforms, says clients without decent engineering teams who push on-prem production deployments of open-source models for "sovereignty" and "cost" reasons are mostly larping.
Quoted take from shaurizard: big-bank middle managers love inferencing stock OSS models, but those can't be abliterated, lag far from the frontier, and carry absurd upfront costs and terrible economics unless you become an internal firmwide neocloud. The false allure of open source is worse than ever — but it's bullish for Chinese model providers.
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