@TheBengaluruGuy GLM 5.3, Kimi K3, Qwen 3.8 Max, DSv4 Pro - All are open source frontier level models. Why haven’t they taken over the market already?
Coz they don’t sell VC subsidised subscriptions like Anthropic and OpenAI
@TheBengaluruGuy But if they do catch up what will happen to the OpenAI and Anthropic’s massive compute commitments on back of which all the hyperscaler Capex has been done and billions in debt is outstanding.
@GulatiYajat Costa are only going to increase
Frontier models are getting more token heavy
No AI or Datacenter company makes a profit right now - all that means only one thing
Price hikes
@Meme0rable@edzitron Buy why?
I could rather hypothesise that AI labs are currently offering computer space at razor thin margins (like Elon did)
And tbh what has the hyperscalers done if not increase rates over time