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544 points tosh | 1 comments | | HN request time: 0s | source
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101008 ◴[] No.43464981[source]
Silly question: how can OpenAI, Claude and all, have a valuation so large considering all the open source models? Not saying they will disappear or be tiny (closed models), but why so so so valuable?
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barbarr ◴[] No.43465120[source]
It's user base and brand. Just like with Pepsi and Coca Cola. There's a reason OpenAI ran a Super Bowl ad.
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1. 101008 ◴[] No.43465361[source]
Yeah but cheaper alternatives (and open source and local ones) it would be super easy for most of the customers to migrate to a different provider. I am not saying they don't provide any value, but it's like paid software vs open source alternative. Open source alternative ends up imposing, especially among tech people.