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altcognitotoday at 5:02 PM2 repliesview on HN

> The actual risk that the author does not even broach upon for investors... the thing that will actually torpedo this massive investment are the open source open weight chinese models that commoditize the entire endeavor.

So much this. I've never touched the Chinese models (no particular reason) but it is having an impact as the frontier companies are pushing the price down as a defensive measure. Is this pulling forward what would have happened eventually? No idea.

It is unclear how effective anyone beyond China and Mistral have been at developing cheaper, capable models. It is an expensive business. I'd be curious if anyone had any thoughts on that


Replies

surgical_firetoday at 8:20 PM

> I've never touched the Chinese models (no particular reason) but it is having an impact as the frontier companies are pushing the price down as a defensive measure

I warn you that it is addictive.

I am using DS and MiMo on Pi.dev, and I don't see myself going back to OpenAI. They are criminally cheap in a way that I don't care to spend tokens. That leaves me space to experiment.

And in terms of capability, well... I use Sonnet and Opus at work (provided by my employer), and I see no difference in terms of what I can achieve. Well, besides Claude costing dozens of times more.

Lwerewolftoday at 7:22 PM

Poolside's stuff (US) is pretty good.