Agree, I don't necessarily see a strong argument favoring OpenAI or Anthropic here. In the interest of perspective, can anyone (perhaps playing devil's advocate) give one?

The open models are now good enough for what I want to do with them, let alone any future improvements. And factoring in efficiency gains, a model in the ~70b range starting to satisfy my needs would completely obviate the need to pay others for inference. This does not seem far-fetched to me, comparing with where open models were at this time last year. What am I missing?

Can they still go public ? MiniMax M3 Pro is also coming, then DeepSeek-v4-Pro GA, then GLM5.5. There will only be bad news for them in the coming few weeks/months.

US AI labs really rub me the wrong way, especially with the doom and scare tactics they use. Both Altman and Dario keep talking about how AI will replace workers and how we should regulate LLMs for national security, Dario’s main point.

LLMs are useful. We can all see that in agentic coding. But replacing everyone’s job? Hardly. And what’s with the scare tactic of trying to get the US government to ban foreign models?

LLMs are useful, and dare I say they’re on par with the internet. Making them cheaper and affordable is good for everyone. The fear mongering from Anthropic and OpenAI looks like an attempt to corner the US market into using only US models so they can keep the profits, especially since China has proven that LLMs are a commodity. US AI labs should work on making LLMs cheaper or better harness. Altman and Dario are not trustworthy.

It's not so simple, if such a headline can get them closer to the regulatory capture they want to lock in American businesses and forbid them from using Chinese AI.

Only the ones that beat expectations

It'll sell after 1-2 times, then the market will get jaded and ignore.