Let's be clear: this is not about philosophy or information wanting to be free. This is about money. Primarily, who gets to control profits from AI.
After struggling to get uptake from business customers, the market finally began to demonstrate more acceptance of AI, so OpenAI and Anthropic then did what Silicon Valley has usually done, which is to overcharge customers, in this case, through the token payment system. The market then did what markets do, which is to seek similar performance for lower cost (Econ 1), including from Chinese tech companies for whom this is a financial model they have perfected over decades of experience. The big AI companies then cried foul, as if excess profits were somehow guaranteed them in the Constitution and tried to get the current US administration - upon whom they have been lavishing extraordinary gifts for two years (the Melania documentary biopic paid for by Amazon...among other obvious bribes) and screeching about national security, as if they wouldn't sell their mothers for another quarterly uptick - to go along. But a funny thing happened on the way to AI oligarchy: the markets have become skeptical of the incessant and probably unsustainable financial demands for more data centers, etc, so have pulled back, forcing OpenAI, for instance, to go to Nvidia - an open source champion - to provide a backstop. Which means that open source, which will lead to an expanding market not totally controlled by a few companies, will likely prevail. JL
Mike Isaac and colleagues report in the New York Times:
OpenAI and Anthropic have lobbied Washington about Chinese open-source A.I. models. The fight stems from China’s rapid progress in open-source A.I, which are free. In recent weeks, Chinese A.I. start-ups, Z.ai and Moonshot AI, released models that rival those from Anthropic and other US labs. Anthropic and OpenAI claim some A.I. models are too dangerous and must be tightly controlled - by themselves. The rest of the tech industry, including Microsoft and Nvidia, contend that open-source A.I. models must remain open to further develop the technology. The tide is turning in open source's favor. On Friday, Elon Musk, Meta’s Zuckerberg, OpenAI's Altman and others lined up behind Nvidia's Huang and Microsoft's Nadella to throw the weight of their companies behind open source, followed by Google's Pichai on Saturday. “There’s the people who want OpenAI and Anthropic to own everything, and there’s everybody else, including customers.”