The Geopolitics of Open Weights
Ever since Kimi K3 was released, it really captured the attention of the broader AI and investor community. As open weight closes the gap with closed, frontier models, many are understandably worried about the implications across the value chain. As far as I can tell, while you can legitimately argue
Ever since Kimi K3 was released, it really captured the attention of the broader AI and investor community. As open weight closes the gap with closed, frontier models, many are understandably worried about the implications across the value chain. As far as I can tell, while you can legitimately argue about the potential margin erosion in the model layer if open models gain broad adoption, the long-term profitability of other parts of the AI value chain should not be affected even if open models become popular. Gavin Baker eloquently made this argument on X after Kimi’s release. Some excerpt…
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