this post was submitted on 28 Jan 2025
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It’s interesting how the media focuses on the panic at Meta. While they’ve been pursuing open-source models like LLaMA, OpenAI appears far more impacted, as their business relies on selling access to a proprietary model-as-a-service.
I swear we’ve known for eight months that they were doomed. Google: “We Have No Moat, And Neither Does OpenAI” Leaked Internal Google Document Claims Open Source AI Will Outcompete Google and OpenAI
Oh we've known this since like 2023 when Yegge published this https://steve-yegge.medium.com/were-gonna-need-a-bigger-moat-478a8df6a0d2
I think that's because there are leaks from blind characterizing what the ai org is doing vs openai at which I haven't seen comparable assessments of leadership reactions leak.
Microsoft leaders should also be panicking given their big investment in openai but no one seems to have said anything about it either.
I think that's what sparked the whole discussion in the media, but it's not hard to extrapolate the bigger picture from the panic at Meta. That's what actual journalists should be doing.