If they stop racing, the wave of open models will pass them and their inference margins will drop to zero. A realistic model of their operating costs surely must include ongoing training.
>If they stop racing, the wave of open models will pass them and their inference margins will drop to zero.
1. ChatGPT's ~billion weekly active users aren't going to give a shit about some open source model, and neither would most of Anthropic's Enterprise cutomers.
2. Open AI and Anthropic are in a race between themselves, not open source model trainers. There's a reason those models are consistently several months behind and often perform much worse than benchmarks indicate. In the first place, they're only as close as they currently are from the distillation attacks on Anthropic and OpenAI. If they slowed down, they would slow down too.
> If they stop racing, the wave of open models will pass them
How is this different from planes or cars? If Ford or Boeing zero line their R&D...well, we know what happens.