alt Hacker NewsAmerica needs its own DeepSeek or Z.ai, a lot of people (myself included) root for open chinese models to win because they have no other choice.
Thinking Machines might be it.
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It could be but there are a host of companies going after open weights models: Arcee, Reflection, Llama (TBD on Meta's focus on closed-source versus open-source), etc.
That said, the fine-tuning API + open weight model at least is a semblance of a viable business that could work so I will be curious about it. I'm not sure the synergy is fully there (why is someone with an open weights model privelaged to fine-tune it better if it's just QLora or Lora) but let's see!
What is the business model for an open weight model?
Hopefully they'll release some smaller models (<100B) that we can run on home hardware at faster than 10tok/s.
isn't that what Reflection is trying to be?
Its not as good as GLM 5.2 for agentic workflows while also being bigger. Competition is going to be ruthless because the super low cost to switching.
There is also AllenAi in the US, but they have yet to produce a model at this scale. Thankfully, new contenders can come out of nowhere and do well, as long as they can produce a competitive model.
I don't hear about them a lot but it looks like arcee.ai is aiming to be just that.
Here are some of their current open weight offerings: https://www.arcee.ai/open-source-catalog