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In today’s commentary I delve into the question of open-source versus closed-source models for AI, and how this will shape the future of the internet.
It all started with leaked Google documents shared by an anonymous insider to SemiAnalysis who claims that open-source large language models pose a significant challenge to Google, as well as to OpenAI. The insider argues that neither Google nor OpenAI has an economic barrier, or “moat,” that allows them to generate sustained long-term value.
I’ve been thinking about this open source since Stable Diffusion came out last summer. But the last two months, since Meta’s LLaMa’s model was leaked has seen a rich ecosystem of developers swarm around open-source LLMs. And things are moving quickly.
But before I share my thoughts, I’ll first summarise the key observations the Google insider makes.