Today. As new supply comes online and demand levels off, that 38$ will shrink. Absent legal monopolies, the margin will shrink to a sliver more similar to any other service. That is the danger of open source models. They destroy monopolies and shrink margins.
> That is the danger of open source models. They destroy monopolies and shrink margins.
It's unclear that the leading open-source models could exist without having distilled the frontier models. If that's true, the "danger" is that these upstream models don't get built any more (because of the tremendous cost), and we end up just optimizing what we have. Also unclear whether this would be a net win or loss for humanity.
It is mostly response to claims of "all LLM are subsidized and blatant bubble, LLM are useless" etc
> That is the danger of open source models. They destroy monopolies and shrink margins.
Danger? You mean benefit?