For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
https://t.co/AUKzoQ5Ikb
I am old and was around for Sun's demise. Aravind's reasoning is 100% true. Sun sold web servers that cost a million dollars each, with expensive services wrapped around them. They could do incredible things small Linux servers could not. For example, you could hot swap cards out of a Sun server WHILE it was running.
But a fully loaded Linux web server cost maybe $10,000, so you could buy ten and still save 90%. People rushed for the cheap Linux boxes. Sun tried to adapt, but the whole org was built around million-dollar servers. They just couldn't change. This all happened very quickly, about two years if I recall correctly.
Lots of parallels to expensive cloud AI and local AI. If Kimi K3 ships open weights as promised, you could run it on a couple of future Mac M5 or M6 or M7 systems (whatever ends up shipping) for maybe $50,000.
And local AI is the worst it will ever be today. Think where it is in two years. I don't think Fable 5 at $50/MTok output is sustainable.
At its peak, Sun Microsystems was valued at 205B (394B if inflation adjusted). Sold software in enterprise servers. Got disrupted by Linux, x86, and commodity hardware. Ended up selling to Oracle for 7.4B, losing 96% of its value.
Open source models running on local hardware can have a similar impact given what’s going on.
I kind of like the new narrative:
Open-weight-model-dominant world = full AI communism.
It feels a lot safer than the world where
Open-weight models = nuclear weapons with humanity's annihilation
I think we're making progress. We just need a couple more gradient updates with a big learning rate and we will be fine.
¿Y si...?
Reestructuración híbrida de deuda: menos concesiones al FMI (cubrir solo 2025 y renegociar deuda interna), Nueva amnistía tributaria para inversiones en agro y energía, Impulso a PyMEs, Colaboración con BRICS+, Alternativas para un futuro sostenible.
Vuelvo a mi cueva
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