Even if they did start from an open model base, does (or should) that matter if it performs well?
Genuinely asking.
It matters for how much money they are valued at. If they don't have the ability to develop true frontier models in-house, why are they worth $1T+?
It matters for how much money they are valued at. If they don't have the ability to develop true frontier models in-house, why are they worth $1T+?