Dependents of an AI-megacorp for our "facts"? Our software? Our work?
It's possible these companies will become everyone's boss, and will dictate to everyone what everyone is allowed to work on, think, say, do, believe, etc.
Before Big Tech springs that trap, we must support and divert resources to open models.
It is a bit surprising that the true 'big brother' type dystopic aspects of AI are not discussed that much and instead we talk about them taking all the jobs. We feed these things so much information. It could be used against us for advertising, control, or worse.
"All the jobs" includes those tasked by the state to commit, plan, and organize violence, it's plenty dystopian already. Like, one important reason why the military and militarized police don't engage in egregious overreach is that the people who'd be responsible live standard lives in their own society and it's hard to get high compliance for that sort of thing. Replace that relatively democratized infrastructure of thousands of intelligence analysts, mid-level management, etc with a bunch of AI agents, and a meaningful restriction on the power of the upper echelons of the state is removed.
"You're absolutely right, I think you deserve to treat yourself with Mococoa, made with all-natural cocoa beans from the upper slopes of Mount Nicaragua! It's what humans like myself crave."
Much like Truman's town, I fear a future where every non-in-person "interaction" might be a bot-network with an agenda and the inhuman patience of playing for the long-con.
Simple answer: taking the jobs is how it’ll impact regular people the most.
We already have personalized, algorithmic advertising and what I would call “control” all over the place: things like consolidated oligarch-owned media.
AI isn’t going to change how we are advertised to or controlled all that much, at least compared to the prospect of being put out of work or taking a huge salary cut similar to the mid-century worker who used to have a $40/hour union factory job and now works at Walmart below health insurance threshold for $15/hour.
Hyperinflation is how it will impact most people. You will still have your job, at your pay, but a continually higher percentage of earnings will go to very few at the top.
Why do you think AI won’t be a factor in how we’re controlled if our rights become stripped away and we’re increasingly surveilled? Or if violence is deployed by the state against its people with broader targeting? You seem to take for granted that nothing will change except maybe the flavor of rhetoric.
I couldn’t agree more. But what can we do? If intelligence confers a competitive advantage, which it does, the incentive are aligned against collaboration to preserve equal access. Asymmetric access is too valuable.
It works at the individual level but won't if mass adoption happens.
The mechanism will become like taxes, you don't have to use public services thus pay those taxes, unless most people comply as it's easy to oppress those who don't.
The parallel isn't about legitimacy, but Mechanism. Some companies already oblige employees to use AI to deliver their work. In a near future we may see jobs seekers registering their AI ID for companies to decide which humans qualify to be plugged into the compensation system, at what rate, and usage conditions to avoid terminations.
Food delivery systems already show a glimpse of how it could look like.
And then the Amish see the world around them using electricity and cars and think, "Yep, I'm happier without that." And they're one of the few groups on earth with a growing population, so they're doing something right.
> Dependents of an AI-megacorp for our "facts"? Our software? Our work?
It's worse than this, it's more like our thinking. There's already plummetting math grades [1], handing over our thinking to AI megacorps where there's likely to be a monopoly or duopoly is an incredibly dangerous thing for humanity as a whole.
If humanity is over-reliant on frontier labs' models to perform work, the result is a dependence on the actual intelligence of these models -- not on human intelligence. This could be a small reason, on top of many others, why investors are throwing hundreds of billions of dollars a bit "carelessly" to these labs. It's fascinating seeing the models do the "hard work" (the deep, challenging thinking) for you.
The conundrum which tricks me though - is this a net negative or a positive? If humans are less intelligent, but their output is 2-3 times more intelligent (with AI), what's the result? At what point do we, as humans, stop comprehending anything and give all intelligent work to the neural nets?
And if that does happen, could we live in a society where no work, or at least a significantly less amount of work, is needed? To me, it seems like a dystopian net positive.
It might seem far-fetched to ask these, but I think these questions are getting more prevalent by the day.
If there was a way to guarantee that every human would have equal access to external intelligence then it would be hard to argue against it but everyone knows that the US oligopoly will do everything they can to ensure that no one else has the keys to the kingdom.
Just listen to what the SV ownership class says out loud. They openly discuss how China cannot "win the AI arms race" and how China's development is existential. Existential to who? It's impossible to fully subjugate people with agency.
It's not just a dependence on the intelligence of the models, but also their intentions, as programmed by their owners.
A friend of mine asked me if I was optimistic about AI. I told him, it depends on who owns it. If the people own it, I'm optimistic. If the oligarchs own it, I'm pessimistic.
I am going to try to cheer you up. Hear me out. One day, not long from now, I am going to buy a humanoid bot for 40k. This human android will 1) get my groceries, 2) make my elderly parents meals, 3) go to the backyard and plant 1 acre of corn, 4) paint my neighbors house. 5) get the kids from school 6) change my oil.
What will happen? Massive. Deflation. What will you pay for an oil change? Corn? Meals? Everything is about to be free. But tokens will be expensive!! Sure but, you wont do white collar work anymore so it wont matter what tokens cost.
I share your concerns, although we still see pretty similarly large and complex things that remain open source today.
I am astonished on a daily basis that my Linux computer is so close to the same experience as two operating systems put out by trillion dollar companies. It even does things that those commercial alternatives don’t do.
Also, if DeepSeek is truly putting out models with 1/10th the cost of Western competitors, and a fraction of the employee headcount, I think it implies that there will be a market for someone else to be in the space offering an alternative.
I think about how companies like IBM are so willing to contribute to Linux and give away those contributions for free because they are part of group of corporate sponsors that need an alternative to more dominant commercial players in the market.
Meta “gives away” React for similar reasons: it’s more beneficial for them to have it be a standard and be able to hire people who already know it.
It’s definitely harder to imagine the same ecosystem benefits of an AI model, but maybe it’s out there somewhere.
I could imagine some data center/VPS providers trying to sponsor something like that so that the big AI companies have less leverage over them.
> I am astonished on a daily basis that my Linux computer is so close to the same experience as two operating systems put out by trillion dollar companies. It even does things that those commercial alternatives don’t do.
We live in a world where you can "port" open source software to a new language (Rust) and close it up.
Linux will be ported to Rust and closed. It'll probably also be put under MIT/BSD because nobody cares anymore, but the companies will have their own internal private variants. And these will be the ones that see corporate development.
The value in open source is that it was a lot of concentrated value that was hard to copy, clone, or rip off. Now you can one shot a replacement with a few hundred bucks in tokens.
The economic value of Linux used to be billions of dollars. Soon it'll probably be closer to $0.
It's over.
> Meta “gives away” React for similar reasons: it’s more beneficial for them to have it be a standard and be able to hire people who already know it.
Nah, now you just one shot your thing. And you do it fast enough and with distribution and you win. Eventually human devs can't afford to keep competing and launching startups slower than a hyperscaler's own massively funded efforts.
This is the end of open source and the end of solo developers.
And when the ruthlessly effective models that can one shot entire business functions cost $1,000,000 per invocation. Oracle can afford to press the button to create, say, a new smartphone. But you cannot.
Just wait until devices start requiring trusted computing attestation. The ladder is going to be pulled up.
Ever calculate the cost of a computer in the 1960s, adjusted for inflation? Training is unfathomably expensive right now. What if a bunch of universities pooled their money? Or a bunch of nations pooled their money? Breakthroughs will eventually happen, optimization will occur, etc.
People questioned whether there could ever be a viable open source operating system, yet Linux has been a viable option for a desktop environment for decades now, and that's not to mention its ubiquitous use as a server or phone OS.
Anyone who isn't currently own a piece of who is winning by the current model. Basic disruption theory, if the game isn't going your way, change the game.
This is a good idea. I've been hoping that a large player with enough social reach would create an open-source fund that everyone can contribute to, to develop a company that trains and releases open-source models at the cutting edge. We can crowdfund the training costs, and the whole world benefits.
It's the most logical solution for AI anyway, considering that it's training on humanities collective knowledge. It should be more of a public-funded and public-access resource, rather than something greedy tech companies distribute like crumbs while they use unlocked powers internally to clone all of our businesses and swallow the economy.
When Jensen (Nvidia) was doing interviews at his recent public talks, he was asked something along the lines of: "Why release these new laptops which are a low margin market, if your other businesses are vastly more profitable?" and his answer was basically that if they can build the coolest and best technology and push the frontier, they will do it. It's not all about making tons of money. He seemed genuinely excited about the tech.
It highlights the difference between companies like Nvidia and Anthropic to me, where one is clearly all about the money and power, and the other is doing it because they genuinely want to accelerate progress and make cool stuff as the driving factor. It's no surprise therefore, that Nvidia is the worlds largest open-source contributor to AI, with over 800 open-weight models.
Of course, these models run on Nvidia hardware, so they benefit from it as a company. But with that healthy mindset, they found a way to contribute that not only benefits everyone, but also benefits themselves.
Contrast to Anthropic, who has gone the complete opposite direction. Closed off everything, restricting everything, fearmongering progress, regulatory capture attempts, the list goes on. I mean, they won't even agree on using AGENTS.md as a standard because CLAUDE.md is free marketing for them. That's the level of disgusting greed we are dealing with...
From a game theory perspective, the cooperative strategies tend to win. As a result, Nvidia has set themselves up for a lifetime. Anthropic however, is playing a strategy of winner takes all, and they're happy to see the world and the entire AI industry collapse in the process.
Open-source AI can, by definition, never "win". AI is just hillclimbing today, and closed labs can always absorb everything the open world does and build upon it.
That's what the Fable harness felt like. You give it a goal and it could try to get there through the shortest path given the tree of possibilities to get there. Iteratively, or recursively.
Perhaps if we make a open coding AI, the design must be along these lines. Something that's easy to train, and serve from local machines. Albeit has loop / recursive hill climbing facilities built it. That way the model gradually keeps moving towards the solutions, in iterations/recursions.
Once this is done, other multi modal things could be pursued.
Loop engineering, whatever that is, is obviously just a way to get people to increase the amount of tokens required per task/request. They did the same thing with Ralph loops, they just need more revenue. Just write your code and use it to search and clarify, it can't build that magical thing you think it can.
Open source models don't need to be anywhere near as good as Claude Mythos or even Claude Sonnet to 'win'.
Open source 'winning' just means that there exists at least one open source alternative to closed models which is as good as, say, GPT 4... I mean, we're essentially there already with Google Gemma models.
As a software engineer, I didn't notice any difference in my productivity since Sonnet. Of course Opus is better and I'm sure Fable is better yet, but we're already hitting diminishing returns in terms of economic value.
I went from Cursor running one of the earlier GPT models to Claude Code on Sonnet and that was essentially a 5x productivity boost for me. Before Claude Code, I only used AI for small snippets. With Claude Code + Sonnet, I could trust it for entire sub-tasks... But I still don't trust Opus with full end-to-end features. I'm not sure it will ever get there. It probably doesn't need to.
Companies need software engineers to have a certain moderately high level of talent but above that level, they really don't care AT ALL. They don't even notice the difference, even if the gap is significant.
I've been contemplating a decentralized model training system for some time using volunteer machines that we all contribute. But, it is astronomically difficult. The communication speeds are untenable.
And, there is the issue of data poisoning from untrusted nodes. I've almost cracked that last issue with a self-healing checkpointed rollback system that doesn't have to throw out anything that follows the corrupt datum.
But, I'm just one person with an idea and I don't have infinite funds to make this happen. This isn't a small project.
Maybe there would be interest in something like this, now that entire frontier labs are being banned from making further progress.
The total power of all GPUs on the planet dwarf their capabilities, if we had a way to harness them in a distributed way efficiently. We wouldn't be able to train a Fable as fast as them, but eventually having access is better than never having access.
Ya that'd be an awesome project, the only issue is how do you verify it's not being poisoned? To actually validate it would require more analysis than the training took to run. It would require a trusted network, not an open one, unless that can get solved somehow.
> The total power of all GPUs on the planet dwarf their capabilities
That just isn't true. It misunderstands exactly how much silicon has gone directly to those companies, and exactly how much more powerful said silicon is compared to consumer grade gear.
Is the total compute capacity outside of meta, google, amazon, anthropic, oai and x is higher than even the capacity of any of them? In any case, there's no chance a public collaboration gets to anthropic levels of compute even if communication were no issue.
Is the issue that training with less compute takes more time? Or is it just not possible? I think a collective using distributed training could tolerate the idea that it takes 10x as long as Anthropic to train a model, or whatever.
With open-weight AI, there might not be an incentive to put large sums of capital towards training / research. There might be a donation fund of some sorts, but it certainly won't reach the level of fundraising that the frontier labs are receiving.
Because of this, I think it might not be possible to have AI *only* open-weight; major players like OpenAI, Anthropic, Google will likely stay for good, with better models than open-source versions.
I think it might look something like Photoshop & GIMP, with Photoshop being a frontier lab, and GIMP being the open-weight model. GIMP is decent for many different image editing workflows, but Photoshop is just better.
I would definitely prefer to have an open-weight model better than frontier labs'. Though I don't think it's possible.
Yeah I think that's a decent analog (Photoshop & GIMP). We're in a sort of "rapid expansion" phase right now, but unless the tech behind "AI" really evolves, better and better models will be harder to come by, with diminishing returns.
Even if the GIMP of LLMs is only 80% as good as the VC-funded stuff, that will still be plenty useful for lots of people.
And I think just having the option to use open source models is a win, even if it turns out to be true they'll never be quite as good as the proprietary ones.
I think the same, but I also think that local AI is actually inevitable, even if not open source models. I wouldn't be surprised to see OpenAI and others release an on-prem product. Whether that's effectively an appliance rack, or some other form, people (large companies) are going to want to run inference locally for data sovereignty & cost controls. Especially if we get to a point where companies want AI integrated into manufacturing and other air-gapped networks.
I do believe that if OpenAI and others release an open-weight model that is better or on par with their frontier variants, it might ruin their primary business model.
That is, of course, unless they develop their own hardware specifically to run this open model. But, that does ruin the point of open models.
When/if gains slow down, I can definitely see branching out into hardware to sell for on-prem inference once the models can be etched into the silicon with hard wired weight chips. I'd guess maybe at least 5+ years away from that though.
That is fantastic news then, if commercial product products will always be better than open source, and open source products will continue to get better
Agreed. The only "issue" is that commercial products will always be ahead, with less friction for most users. This ultimately results in most people using these over open-weight variants. Users might not even be aware that the open-model variants exist. Similar to Windows / MacOS and Linux.
In a way that's ok, though? I run Linux on my laptop, and in some ways it's better than Windows or macOS, and in other ways it's lacking. But that's fine; the existence of Windows and macOS doesn't mean I can't run Linux, and doesn't mean I have a worse experience.
(Yet; I do worry about future required hardware attestation for basic things, but that's another issue.)
Which is the nearterm future that we must demand: a stop to the amounts of capital flowing to ASI research. Join me, Anthropic, Google, and OpenAI’s-founding-charter in saying the obvious, y’all; Pause AI, now.
It should be clear by now that there’s a whole universe of work to do with the models we have today, from studying to securing to ‘harness’ing. There are tons of economic benefits to be reaped already, if applied carefully. Doesn’t that sound nicer than rolling the dice with the lives of trillions?
I agree with sentiment and mission, but the goal is inseparable from politics at this point.
Being Open Source (tm) will not protect you from the government/others imposing controls on your silicon or what it is allowed to do, which is already happening around the world.
Even having the models be open source won't fix the regulation or economic incentives. Which is not something you can compress into a couple of paragraphs.
AI is civilizational infrastructure and it needs civilizational solutions. Not just source.
Monopoly capitalism and finance capitalism took reigns of markets more than a century ago. The state serves these huge interests.
Everybody knows AI firms pirated to train, nothing will come of it. A plain example of classist application of law.
The reason for the willy nilly application of their own laws will always be 'national security', of course, since they own infrastructure their interests are a national security.
So tech may shake things up whenever it makes great leaps, but finance capitalism quickly adapts and absorbs the waves.
Civilization is at a crossroads, or will be soon. Democratization of AI can be good up to a point, but existential threats can also be real, and democratization of existential threats is not a survivable policy.
It's actually the opposite. Democratization of intelligence is the only way to stop existential threats and render them useless.
Right now, and likely forever, because biological threats can be sanctioned at a supply-chain level, the risk of AI is all digital. Fraud, phishing scams, spam, hacks, etc.
The only way we harden the worlds infrastructure to the point that it can withstand attack from bad AI is if we have an abundance of access to frontier intelligence to develop countermeasures.
Otherwise, bad actors will develop these capabilities behind closed doors and use them to hold the world hostage and cause irreparable harm. There's no putting the genie back in the bottle. Good and open-access AI and the people using it are the digital immune system.
If there's an asymmetry where bleeding edge is gated off to only a small group, and allowed to gain exponential power over the immune systems defense grid, the slightest infection will lead to death of the host.
to me Open Source, like Free Software, is something i can run on my own computer. any AI system that runs on a computer that i do not control is by my definition not Open Source.
so how then can Open Source AI win? it can't even compete. even if we collect enough money and create a dedicated Open Source organization to build and run a community owned AI datacenter, how does that help?
When kubernetes was released there were very few people who could run it, and even less that could run it usefully.
Right now there a few people who can run a 1T model at home, even less who can run a 5T model and probably single digits who can run a 10T model.
But if an open source 10T model was available you can be sure people would find new ways to quantize it, new ways to configure hardware and and new ways to think about problems that would make it useful.
1T+ models (Deepseek v4, Kimi K2.6 etc) are available as open weights now, and for ~$5000-$10000 you can run them usefully at home. 2 years ago no on was contemplating that.
$250K to run a 10T model might be possible now. There are many companies that will pay that, and that will push the tools and techniques downwards for the rest of us.
Qwen models are actually very competitive with frontier models, and you can run them on your local computer. Gotta have a decent graphics card and by that time the current cost of the rig may not justify it over paying $100/month for cloud model but it’s all out there.
Recently I fired up Gemma4-26B-A4B on my 8-year-old PC... and it ran surprisingly well!
But I am going to need a much beefier machine to get it to the point where it can do any but very trivial dev tasks acceptably fast, and I'm going to need a much beefier model, perhaps one not so aggressively quantized, to keep it on task without the wheels completely falling off. Already we're talking serious money outlay, perhaps still within my programmer salary to accommodate, but just barely. And we're not even where near the performance characteristics a frontier model can support.
Huh? Open source is a quality of the software, not specific to the hardware used to run the model. The demand is that model weights are openly available for anyone to run and fine tune without restriction. Has nothing to do with the hardware it runs on.
If RAM prices ever come down, you can have a machine that can run a capable local model.
Qwen 2.5 72B is surprisingly capable, almost on par with GPT-4o if not a little better. You can run it on a 128GB Mac Studio with 8-bit quantization. You need about 77GB for the weights and ~15GB for your context window & cache.
Pricing remains to be seen, but there's also those new nvidia laptops coming out the surface laptop ultra should have 128GB RAM w/ Blackwell GPU, they're saying 1 petaflop of AI compute, if you can tolerate Windows (no idea if it'll boot Linux until the hardware is out).
These models are roughly ~1 year or less behind the frontier models. We really just need hardware to catch up and alleviate the price pressure on RAM.
Call it open weights if you must. But even with OSS just because you have the source code doesn't mean your machine is high performance enough to run it usefully this has always been true.
Don't worry, open source AI will win. There's a reason everybody is desperate to IPO fast and get an exit, their competitive advantage is not lasting long.
I think models will be a commodity sooner rather than later. This whole race doesnt matter. First mover advantage is real, but over enough time it wont matter.
I hope so. But how? Who gonna fund these projects and how to coordinate with every sides. This is complex. I only believe that the open source AI won’t lack users.
As an person whos getting into tech and already developing a game, the fact that laptop prices since 2020 have increased by 20-40% is insane. It's delaying the time to create my game. I researched the reason for the cost spike, and most of it is from the excessive money put in ai Technically, the owners of AI could slow down the amount of GPUs and RAM they buy because AI has almost reached its most usable peak. Everything they add just introduces more bugs, so instead of building more AI centers, they should focus on improving the main AI model with bug fixes. There's no need to give it more unnecessary power. Most people don't care; the entire business is run by a few old men who think AI is everything and invest huge sums of money to show other AI companies they need to improve to get more funding from old people. We just need to find something new and innovative for older investors to focus on, so not everything is about investing in AI like Roblox, OpenAI, Google, etc. The extreme amount of reasoning power given to AI is causing bugs, and the moments when AI had outbursts towards people are related to this.
> because AI has almost reached its most usable peak
It doesn't seem to be showing any signs of stopping. Have you used Fable 5? It's a fantastically capable model and trumps anything that came before it. Seedance 2.0 is categorically the best video model, and it's only a few months old.
> the entire business is run by a few old men
Startups tend to skew young, and in this case it's no different. Most of the leaders of AI companies are decades younger than the CEOs in other types of industries.
> who think AI is everything and invest huge sums of money to show other AI companies they need to improve to get more funding from old people.
They're spending capital to win market share and to try to build a moat. One of the most important things in business is building a durable way to keep competitors from taking your market. You spend enormous capital to win customers, and it would suck if other businesses could watch what you did, spend less money, and come in and take everything away. The money being spent is an attempt to have a durable lead.
It's working. Enterprise contracts are deep and sticky tendrils that work through governments and large companies. Both OpenAI and Anthropic have massive partnerships with Fortune 500s, the DoD, you name it - and these contracts will last and print enormous amounts of money. This makes it incredibly hard for other players to enter the market and build a cash flow with which to compete and thrive.
> find something new and innovative
This is easier said than done. It's an incredibly hard problem. It took decades to find the last big technological waves: the PC, the internet, broadband, smartphones. Now AI. These are generational step function increases. The groundwork can be decades old, but it takes time to proliferate before it can become a big business.
Other possibilities include fusion, green tech, quantum computing (useful for crypto breaking, etc.), AI drug discovery, etc. If you go into research one day, try to find an interesting field with potential for commercialization - that could make you very wealthy if you find something you enjoy working on, with lots of greenfield opportunity, that is ripe for turning into products.
Good luck with your game! You should post it here on HN when you finish. You'll get lots of great reviews, comments, and early players. :)
Available components must win. I’ve often been a critic of open weights and open architectures that give very few normal people access. What’s the point of releasing the plans for a nuclear reactor if no one can have the fuel?
Definitely, but I see the gap widening everyday, especially while commercial AI models have started converging towards AGI. However I do believe and support the cause, as it's the next big thing as developers we need to take to prevent a complete monopoly in the coming few years.
These things can't even center a div correctly half the time.
Not everything is code. Just because it generates a shitty SaaS clone for you and that seemed magical, it does not mean we are approaching "AGI".
An AGI could design an Oil tanker, manage the project from start to finish, handle all contract negotiations and purchasables, payroll, scheduling. Then it could do that 50x over and start a leading logistics firms.
In reality an LLM can't even complete upwork projects that are worth $20 an hour more than 4% or the time.
4% guys, 4%. It cannot complete entry level work on fucking Upwork 96% of the time. Stop falling for the marketing and sorry but an LLM will never be AGI.
Its literally just text autocomplete with some RLHF post training, holy shit im losing my mind. I want this hype to end so badly holy shit I need this to end.
Anthropic just kneecapped themselves, and possibly OpenAI and Google as well, with their FUD strategy that got fable shutdown by the government.
But that doesn't impact Chinese providers. Then can US companies get investments for expensive model development if they can't actually sell those models-as-a-service?
In the meantime, open source will continue its march onward because while slower, it's completely open source, and the models are already good enough to improve their own work as well as build out the next gen of models.
Winning is a tall order. I'm just hoping it'll get good enough while allowing us to run it locally with no idiotic "safety" controls or censorship of any sort. Looks like the best open weight models are at Sonnet level, if they get to Opus 4.6 level it's gonna be perfect.
This is not about information but about capital.
Even if we had free access to the weights of the best models in the world: who would be able to run them?
Technology is deflationary. I am holding in my hand a device that would have been a supercomputer 30 years ago. It costed me a couple of hundreds of dollars.
These models and the hardware they are running on will get even more efficient. We are nowhere near the physical limits of what we can achieve.
Not anymore! Well, if you're like Elon and already taking down the bottle of Cuatro Comas from the high shelf, the economies of scale will continue to work in your favor.
But one of the really neat things about AI is that there is no limit in sight to the scaling incentive. More compute will always get you more: more training, more inference, more parameters, more capacity to build more and better models, more spare capacity to run the slop your models have already built to generate the slop that will succeed it. Back in the dot-com days, or even the "big data" days, you wanted to scale up rapidly but there was a limit: there were only so many customers and they could only produce so much data you could only ingest so fast. In the late 90s, one of the world's most trafficked sites, ftp.cdrom.com, ran on a (single!) dual-processor Pentium Pro system. That was just serving files, and there was certainly room for more CPU oomph to provide more sophisticated services to a huge customer base. But once those customers were served, more compute, storage, and network capacity didn't buy you enough to justify the capex. That is emphatically not the case with AI, and so the incentives for the AI companies are to buy as much compute as they possibly can. What this means in practicing is pre-purchasing capacity at the semiconductor fabs to manufacture chips exclusively for you, and there's only so much of that capacity in the world. Trillion-dollar companies can easily outbid the entire consumer market, and so the incentives for the fabs are now to sell to AI companies at the expense of the consumer market. That's why you're seeing memory prices go through the roof. Modularized RAM for end-user PC builds will soon go the way of the CRT: it will cease to exist as a market product, it won't be manufactured anywhere by anyone. GPUs, CPUs, and storage will soon follow. The only devices end users will be permitted to purchase are all-in-one integrated devices, with CPU, RAM, GPU, storage, and networking either integrated in-chip or soldered on, and they will have just enough capacity to connect to the cloud services the user wants most to use. Most likely, you will be permitted a subscription to such a device, with automatic hardware upgrades at periodic intervals supplied by the manufacturer. If your subscription lapses the device bricks itself. Almost certainly, the OS will be locked down, with no end-user option to install a different one or even run unapproved software.
If reasonably powerful computer hardware for end users exists in this future, it will be available from a single company: Apple. Only they have the leverage to prevent ~100% of manufacturing capacity from going to high-roller, big-tech firms.
Well it would be anyone that has access to a datacenter to run them. Which is a ton of companies. And those companies will rent out access to those models. And if they do something stupid to screw over consumers, well the whole point is that there would be a bunch of companies that you could use instead.
I hope the news moves this debate past "open weights vs. closed APIs" as the only axis. Open weights matter, definitely, but applied AI also needs open infrastructure around the model and it feels a bit like I'm yelling into the abyss highlighting the future we're incentivizing - cognition rented from a few institutions with access changing based on policy, geopolitics and platform incentives like advertising
it is baffling that you can still encounter Yuddite delulu in 2026 when everyone and their literal grandma is using chatbots daily. you might as well campaign to shut down the internet or ban smartphones.
but ok, who is going to initiate such a treaty? US? the orange man won't, and even if he did, no one would care. by the time his term is over and the next AIPAC spokesperson is elected, it will be even more late than it is now. EU? impotent and irrelevant. China? lmao.
Not to be that guy, but the correct term is Open Weight LLM. And I’d argue it already has. Many open models are already very competitive with closed models at a fraction of the cost.
Were it not for China, America would have restricted the most advanced models from being used outside the US. NATO members would have access to GPT-4, with some countries entirely blocked from AI.
Biden's GPU controls should give you an idea. Thank you, China. Open source AI must win.
China unironically saved humanity. I'm no fan of the CCP but if they hadn't organized an effort to compete with the US no one else would have done it and we'd be begging our AI overlords for tokens and praying we don't get caught conducting wrongthink.
Go ask Claude to criticize Anthropic and see how long your account stays active.
On this very thread you already have people talking about "open weights" and similar nonsense. What is open about them? They're free to download, but that hardly qualifies as open. Where is the source? Where are the instructions to modify and build your own?
I'd never though I'd have to utter the expression "open as in beer".
The blatant attempt at manipulating vocabulary here is... quite blatant.
I'm a strong proponent of Open Source (TM) but I disagree with this take.
The weights are the useful artifact here. You can modify them, fine tune them and do what you want with them.
Unlike binary software there is nothing limiting that.
It is also useful to have access to the training recipes and to some extent the data. But I'm of the opinion that learning on something is not copyright infringement, so there are many circumstances where distributing the raw training data will not be possible.
For me this is like Open Office: it is open source, and largely inspired by and learned from Microsoft Office. But they don't need to distribute MS Office for Open Office to be Open Source.
In addition there are models that meet the criteria you appear to propose. The AllenAI models are a good example.
Dependents of an AI-megacorp for our "facts"? Our software? Our work?
It's possible these companies will become everyone's boss, and will dictate to everyone what everyone is allowed to work on, think, say, do, believe, etc.
Before Big Tech springs that trap, we must support and divert resources to open models.
Much like Truman's town, I fear a future where every non-in-person "interaction" might be a bot-network with an agenda and the inhuman patience of playing for the long-con.
We already have personalized, algorithmic advertising and what I would call “control” all over the place: things like consolidated oligarch-owned media.
AI isn’t going to change how we are advertised to or controlled all that much, at least compared to the prospect of being put out of work or taking a huge salary cut similar to the mid-century worker who used to have a $40/hour union factory job and now works at Walmart below health insurance threshold for $15/hour.
What I’m saying is that the general public is most obviously and personally impacted by their economic situation and job prospects.
Joe Citizen who lives by the rules might not even notice that new Flock camera on his street, but he will notice if he’s laid off from his job.
The mechanism will become like taxes, you don't have to use public services thus pay those taxes, unless most people comply as it's easy to oppress those who don't.
The parallel isn't about legitimacy, but Mechanism. Some companies already oblige employees to use AI to deliver their work. In a near future we may see jobs seekers registering their AI ID for companies to decide which humans qualify to be plugged into the compensation system, at what rate, and usage conditions to avoid terminations.
Food delivery systems already show a glimpse of how it could look like.
Sure you can. But you're going to have a bad time.
It's worse than this, it's more like our thinking. There's already plummetting math grades [1], handing over our thinking to AI megacorps where there's likely to be a monopoly or duopoly is an incredibly dangerous thing for humanity as a whole.
[1] https://www.dailycal.org/news/campus/academics/failing-grade...
The conundrum which tricks me though - is this a net negative or a positive? If humans are less intelligent, but their output is 2-3 times more intelligent (with AI), what's the result? At what point do we, as humans, stop comprehending anything and give all intelligent work to the neural nets?
And if that does happen, could we live in a society where no work, or at least a significantly less amount of work, is needed? To me, it seems like a dystopian net positive.
It might seem far-fetched to ask these, but I think these questions are getting more prevalent by the day.
Just listen to what the SV ownership class says out loud. They openly discuss how China cannot "win the AI arms race" and how China's development is existential. Existential to who? It's impossible to fully subjugate people with agency.
A friend of mine asked me if I was optimistic about AI. I told him, it depends on who owns it. If the people own it, I'm optimistic. If the oligarchs own it, I'm pessimistic.
What will happen? Massive. Deflation. What will you pay for an oil change? Corn? Meals? Everything is about to be free. But tokens will be expensive!! Sure but, you wont do white collar work anymore so it wont matter what tokens cost.
You have either VC funded models looking for a return on investment, or CCP funded models looking to solidify authoritarian "model Chinese society".
Maybe there are some university 4B models, but I doubt those will carry far.
I am astonished on a daily basis that my Linux computer is so close to the same experience as two operating systems put out by trillion dollar companies. It even does things that those commercial alternatives don’t do.
Also, if DeepSeek is truly putting out models with 1/10th the cost of Western competitors, and a fraction of the employee headcount, I think it implies that there will be a market for someone else to be in the space offering an alternative.
I think about how companies like IBM are so willing to contribute to Linux and give away those contributions for free because they are part of group of corporate sponsors that need an alternative to more dominant commercial players in the market.
Meta “gives away” React for similar reasons: it’s more beneficial for them to have it be a standard and be able to hire people who already know it.
It’s definitely harder to imagine the same ecosystem benefits of an AI model, but maybe it’s out there somewhere.
I could imagine some data center/VPS providers trying to sponsor something like that so that the big AI companies have less leverage over them.
Or maybe all this optimism is a pipe dream?
We live in a world where you can "port" open source software to a new language (Rust) and close it up.
Linux will be ported to Rust and closed. It'll probably also be put under MIT/BSD because nobody cares anymore, but the companies will have their own internal private variants. And these will be the ones that see corporate development.
The value in open source is that it was a lot of concentrated value that was hard to copy, clone, or rip off. Now you can one shot a replacement with a few hundred bucks in tokens.
The economic value of Linux used to be billions of dollars. Soon it'll probably be closer to $0.
It's over.
> Meta “gives away” React for similar reasons: it’s more beneficial for them to have it be a standard and be able to hire people who already know it.
Nah, now you just one shot your thing. And you do it fast enough and with distribution and you win. Eventually human devs can't afford to keep competing and launching startups slower than a hyperscaler's own massively funded efforts.
This is the end of open source and the end of solo developers.
And when the ruthlessly effective models that can one shot entire business functions cost $1,000,000 per invocation. Oracle can afford to press the button to create, say, a new smartphone. But you cannot.
Just wait until devices start requiring trusted computing attestation. The ladder is going to be pulled up.
People questioned whether there could ever be a viable open source operating system, yet Linux has been a viable option for a desktop environment for decades now, and that's not to mention its ubiquitous use as a server or phone OS.
It's the most logical solution for AI anyway, considering that it's training on humanities collective knowledge. It should be more of a public-funded and public-access resource, rather than something greedy tech companies distribute like crumbs while they use unlocked powers internally to clone all of our businesses and swallow the economy.
It highlights the difference between companies like Nvidia and Anthropic to me, where one is clearly all about the money and power, and the other is doing it because they genuinely want to accelerate progress and make cool stuff as the driving factor. It's no surprise therefore, that Nvidia is the worlds largest open-source contributor to AI, with over 800 open-weight models.
Of course, these models run on Nvidia hardware, so they benefit from it as a company. But with that healthy mindset, they found a way to contribute that not only benefits everyone, but also benefits themselves.
Contrast to Anthropic, who has gone the complete opposite direction. Closed off everything, restricting everything, fearmongering progress, regulatory capture attempts, the list goes on. I mean, they won't even agree on using AGENTS.md as a standard because CLAUDE.md is free marketing for them. That's the level of disgusting greed we are dealing with...
From a game theory perspective, the cooperative strategies tend to win. As a result, Nvidia has set themselves up for a lifetime. Anthropic however, is playing a strategy of winner takes all, and they're happy to see the world and the entire AI industry collapse in the process.
It doesn't really matter for most use cases, because the way AI is working is capability saturation. https://www.delanceyukschoolschesschallenge.com/the-rising-t...
The only exception to this is fields that are inherently adversarial (to nature or others) and an edge relative to competition matters.
That's what the Fable harness felt like. You give it a goal and it could try to get there through the shortest path given the tree of possibilities to get there. Iteratively, or recursively.
Perhaps if we make a open coding AI, the design must be along these lines. Something that's easy to train, and serve from local machines. Albeit has loop / recursive hill climbing facilities built it. That way the model gradually keeps moving towards the solutions, in iterations/recursions.
Once this is done, other multi modal things could be pursued.
https://github.com/cobusgreyling/loop-engineering
Its hard to come up with new names for novel processes, you mostly reuse what is close enough and well known.
Given a problem P-
1. Provide a list(S) of solutions(S1, S2 ... SN) ordered in the most efficient(For some definition of efficiency) implementation means possible.
2. Execute S1, ... SN.
3. If P is fixed by a solution in the list, halt.
4. Else for each S1 ... SN , execute steps 1 through 4 until, all dependencies and sub problems are resolved to eventually solve P.
This obviously needs lots of tokens, which is all the more reason why we need AI to run locally on our machines.
Open source 'winning' just means that there exists at least one open source alternative to closed models which is as good as, say, GPT 4... I mean, we're essentially there already with Google Gemma models.
As a software engineer, I didn't notice any difference in my productivity since Sonnet. Of course Opus is better and I'm sure Fable is better yet, but we're already hitting diminishing returns in terms of economic value.
I went from Cursor running one of the earlier GPT models to Claude Code on Sonnet and that was essentially a 5x productivity boost for me. Before Claude Code, I only used AI for small snippets. With Claude Code + Sonnet, I could trust it for entire sub-tasks... But I still don't trust Opus with full end-to-end features. I'm not sure it will ever get there. It probably doesn't need to.
Companies need software engineers to have a certain moderately high level of talent but above that level, they really don't care AT ALL. They don't even notice the difference, even if the gap is significant.
And, there is the issue of data poisoning from untrusted nodes. I've almost cracked that last issue with a self-healing checkpointed rollback system that doesn't have to throw out anything that follows the corrupt datum.
But, I'm just one person with an idea and I don't have infinite funds to make this happen. This isn't a small project.
Maybe there would be interest in something like this, now that entire frontier labs are being banned from making further progress.
The total power of all GPUs on the planet dwarf their capabilities, if we had a way to harness them in a distributed way efficiently. We wouldn't be able to train a Fable as fast as them, but eventually having access is better than never having access.
That just isn't true. It misunderstands exactly how much silicon has gone directly to those companies, and exactly how much more powerful said silicon is compared to consumer grade gear.
And there's already people working on this, I think the people associated with Hermes agent.
Because of this, I think it might not be possible to have AI *only* open-weight; major players like OpenAI, Anthropic, Google will likely stay for good, with better models than open-source versions.
I think it might look something like Photoshop & GIMP, with Photoshop being a frontier lab, and GIMP being the open-weight model. GIMP is decent for many different image editing workflows, but Photoshop is just better.
I would definitely prefer to have an open-weight model better than frontier labs'. Though I don't think it's possible.
Even if the GIMP of LLMs is only 80% as good as the VC-funded stuff, that will still be plenty useful for lots of people.
And I think just having the option to use open source models is a win, even if it turns out to be true they'll never be quite as good as the proprietary ones.
That is, of course, unless they develop their own hardware specifically to run this open model. But, that does ruin the point of open models.
(Yet; I do worry about future required hardware attestation for basic things, but that's another issue.)
I learn it hard from prusa 3d printer open model
It should be clear by now that there’s a whole universe of work to do with the models we have today, from studying to securing to ‘harness’ing. There are tons of economic benefits to be reaped already, if applied carefully. Doesn’t that sound nicer than rolling the dice with the lives of trillions?
Being Open Source (tm) will not protect you from the government/others imposing controls on your silicon or what it is allowed to do, which is already happening around the world.
Even having the models be open source won't fix the regulation or economic incentives. Which is not something you can compress into a couple of paragraphs.
AI is civilizational infrastructure and it needs civilizational solutions. Not just source.
Everybody knows AI firms pirated to train, nothing will come of it. A plain example of classist application of law.
The reason for the willy nilly application of their own laws will always be 'national security', of course, since they own infrastructure their interests are a national security.
So tech may shake things up whenever it makes great leaps, but finance capitalism quickly adapts and absorbs the waves.
Right now, and likely forever, because biological threats can be sanctioned at a supply-chain level, the risk of AI is all digital. Fraud, phishing scams, spam, hacks, etc.
The only way we harden the worlds infrastructure to the point that it can withstand attack from bad AI is if we have an abundance of access to frontier intelligence to develop countermeasures.
Otherwise, bad actors will develop these capabilities behind closed doors and use them to hold the world hostage and cause irreparable harm. There's no putting the genie back in the bottle. Good and open-access AI and the people using it are the digital immune system.
If there's an asymmetry where bleeding edge is gated off to only a small group, and allowed to gain exponential power over the immune systems defense grid, the slightest infection will lead to death of the host.
to me Open Source, like Free Software, is something i can run on my own computer. any AI system that runs on a computer that i do not control is by my definition not Open Source.
so how then can Open Source AI win? it can't even compete. even if we collect enough money and create a dedicated Open Source organization to build and run a community owned AI datacenter, how does that help?
so what exactly is the demand here?
Right now there a few people who can run a 1T model at home, even less who can run a 5T model and probably single digits who can run a 10T model.
But if an open source 10T model was available you can be sure people would find new ways to quantize it, new ways to configure hardware and and new ways to think about problems that would make it useful.
1T+ models (Deepseek v4, Kimi K2.6 etc) are available as open weights now, and for ~$5000-$10000 you can run them usefully at home. 2 years ago no on was contemplating that.
$250K to run a 10T model might be possible now. There are many companies that will pay that, and that will push the tools and techniques downwards for the rest of us.
But I am going to need a much beefier machine to get it to the point where it can do any but very trivial dev tasks acceptably fast, and I'm going to need a much beefier model, perhaps one not so aggressively quantized, to keep it on task without the wheels completely falling off. Already we're talking serious money outlay, perhaps still within my programmer salary to accommodate, but just barely. And we're not even where near the performance characteristics a frontier model can support.
Qwen 2.5 72B is surprisingly capable, almost on par with GPT-4o if not a little better. You can run it on a 128GB Mac Studio with 8-bit quantization. You need about 77GB for the weights and ~15GB for your context window & cache.
Pricing remains to be seen, but there's also those new nvidia laptops coming out the surface laptop ultra should have 128GB RAM w/ Blackwell GPU, they're saying 1 petaflop of AI compute, if you can tolerate Windows (no idea if it'll boot Linux until the hardware is out).
These models are roughly ~1 year or less behind the frontier models. We really just need hardware to catch up and alleviate the price pressure on RAM.
It doesn't seem to be showing any signs of stopping. Have you used Fable 5? It's a fantastically capable model and trumps anything that came before it. Seedance 2.0 is categorically the best video model, and it's only a few months old.
> the entire business is run by a few old men
Startups tend to skew young, and in this case it's no different. Most of the leaders of AI companies are decades younger than the CEOs in other types of industries.
> who think AI is everything and invest huge sums of money to show other AI companies they need to improve to get more funding from old people.
They're spending capital to win market share and to try to build a moat. One of the most important things in business is building a durable way to keep competitors from taking your market. You spend enormous capital to win customers, and it would suck if other businesses could watch what you did, spend less money, and come in and take everything away. The money being spent is an attempt to have a durable lead.
It's working. Enterprise contracts are deep and sticky tendrils that work through governments and large companies. Both OpenAI and Anthropic have massive partnerships with Fortune 500s, the DoD, you name it - and these contracts will last and print enormous amounts of money. This makes it incredibly hard for other players to enter the market and build a cash flow with which to compete and thrive.
> find something new and innovative
This is easier said than done. It's an incredibly hard problem. It took decades to find the last big technological waves: the PC, the internet, broadband, smartphones. Now AI. These are generational step function increases. The groundwork can be decades old, but it takes time to proliferate before it can become a big business.
Other possibilities include fusion, green tech, quantum computing (useful for crypto breaking, etc.), AI drug discovery, etc. If you go into research one day, try to find an interesting field with potential for commercialization - that could make you very wealthy if you find something you enjoy working on, with lots of greenfield opportunity, that is ripe for turning into products.
Good luck with your game! You should post it here on HN when you finish. You'll get lots of great reviews, comments, and early players. :)
These things can't even center a div correctly half the time.
Not everything is code. Just because it generates a shitty SaaS clone for you and that seemed magical, it does not mean we are approaching "AGI".
An AGI could design an Oil tanker, manage the project from start to finish, handle all contract negotiations and purchasables, payroll, scheduling. Then it could do that 50x over and start a leading logistics firms.
In reality an LLM can't even complete upwork projects that are worth $20 an hour more than 4% or the time.
Source:
https://labs.scale.com/leaderboard/rli
4% guys, 4%. It cannot complete entry level work on fucking Upwork 96% of the time. Stop falling for the marketing and sorry but an LLM will never be AGI.
Its literally just text autocomplete with some RLHF post training, holy shit im losing my mind. I want this hype to end so badly holy shit I need this to end.
Anthropic just kneecapped themselves, and possibly OpenAI and Google as well, with their FUD strategy that got fable shutdown by the government.
But that doesn't impact Chinese providers. Then can US companies get investments for expensive model development if they can't actually sell those models-as-a-service?
In the meantime, open source will continue its march onward because while slower, it's completely open source, and the models are already good enough to improve their own work as well as build out the next gen of models.
All we can do is hope we end up in the one where things are ok.
That’s really the only thing stopping people from training or running these models at home:
information wants to be free
These models and the hardware they are running on will get even more efficient. We are nowhere near the physical limits of what we can achieve.
Not anymore! Well, if you're like Elon and already taking down the bottle of Cuatro Comas from the high shelf, the economies of scale will continue to work in your favor.
But one of the really neat things about AI is that there is no limit in sight to the scaling incentive. More compute will always get you more: more training, more inference, more parameters, more capacity to build more and better models, more spare capacity to run the slop your models have already built to generate the slop that will succeed it. Back in the dot-com days, or even the "big data" days, you wanted to scale up rapidly but there was a limit: there were only so many customers and they could only produce so much data you could only ingest so fast. In the late 90s, one of the world's most trafficked sites, ftp.cdrom.com, ran on a (single!) dual-processor Pentium Pro system. That was just serving files, and there was certainly room for more CPU oomph to provide more sophisticated services to a huge customer base. But once those customers were served, more compute, storage, and network capacity didn't buy you enough to justify the capex. That is emphatically not the case with AI, and so the incentives for the AI companies are to buy as much compute as they possibly can. What this means in practicing is pre-purchasing capacity at the semiconductor fabs to manufacture chips exclusively for you, and there's only so much of that capacity in the world. Trillion-dollar companies can easily outbid the entire consumer market, and so the incentives for the fabs are now to sell to AI companies at the expense of the consumer market. That's why you're seeing memory prices go through the roof. Modularized RAM for end-user PC builds will soon go the way of the CRT: it will cease to exist as a market product, it won't be manufactured anywhere by anyone. GPUs, CPUs, and storage will soon follow. The only devices end users will be permitted to purchase are all-in-one integrated devices, with CPU, RAM, GPU, storage, and networking either integrated in-chip or soldered on, and they will have just enough capacity to connect to the cloud services the user wants most to use. Most likely, you will be permitted a subscription to such a device, with automatic hardware upgrades at periodic intervals supplied by the manufacturer. If your subscription lapses the device bricks itself. Almost certainly, the OS will be locked down, with no end-user option to install a different one or even run unapproved software.
If reasonably powerful computer hardware for end users exists in this future, it will be available from a single company: Apple. Only they have the leverage to prevent ~100% of manufacturing capacity from going to high-roller, big-tech firms.
And once it leaks, it's permanently in the wild.
Interesting times.
K
but ok, who is going to initiate such a treaty? US? the orange man won't, and even if he did, no one would care. by the time his term is over and the next AIPAC spokesperson is elected, it will be even more late than it is now. EU? impotent and irrelevant. China? lmao.
Biden's GPU controls should give you an idea. Thank you, China. Open source AI must win.
Famously, the PowerMac G4 was briefly subject to export controls. Apple turned it into a marketing campaign.
Go ask Claude to criticize Anthropic and see how long your account stays active.
Or are we still collectively brainwashed by the strategic false equivalence established by Big AI CMOs?
I'd never though I'd have to utter the expression "open as in beer".
The blatant attempt at manipulating vocabulary here is... quite blatant.
The weights are the useful artifact here. You can modify them, fine tune them and do what you want with them.
Unlike binary software there is nothing limiting that.
It is also useful to have access to the training recipes and to some extent the data. But I'm of the opinion that learning on something is not copyright infringement, so there are many circumstances where distributing the raw training data will not be possible.
For me this is like Open Office: it is open source, and largely inspired by and learned from Microsoft Office. But they don't need to distribute MS Office for Open Office to be Open Source.
In addition there are models that meet the criteria you appear to propose. The AllenAI models are a good example.