People are about to realize that Open Weight AI is actually way more profitable than Closed AI.
Do not just read one line and call it nonsense, hear me out for a second. Even a kid could understand this.
As I mentioned in my previous post, Kimi started charging licensing fees, and it is a brilliant business model.
You do not need to hold massive compute for hosting. You just collect pure profit licensing fees from third party inference providers.
No running in the red by subsidizing subscriptions either.
Anthropic and OpenAI can never adopt this structure because they have to protect the profits of their investors through their massive circular investment networks.
From March…
Bottom line: No matter how easy or how hard it is, most people just don't want to make stuff for themselves, no matter what it is. The economy goes round because people buy stuff from other people who are good at making those things. I know software makers have a hard time believing other people just don't want to spend all day making software for themselves, but they don't.