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544 points tosh | 2 comments | 24 Mar 25 18:35 UTC | HN request time: 2.177s | source

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101008 ◴[24 Mar 25 20:15 UTC] 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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1. seydor ◴[24 Mar 25 21:13 UTC] No.43465472[source]▶

>>43464981 #

People cannot normally invest in their competitors.

It's not unlikely that chinese products may be banned / tarriff'd

replies(1): >>43465544 #

2. FreakyT ◴[24 Mar 25 21:24 UTC] No.43465544[source]▶

>>43465472 (TP) #

There are non-Chinese open LLMs (Mistral, LLama, etc), so I don't think that explains it.

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