Open models move the binding scarcity to hardware — compute, chips and the networking between them.
3 source(s) assert this claim, 2 deny it.
Who asserts it
- Regulation and Messaging — Dario Amodei's X Reply to Gavin Baker
dario-amodei-regulation-messaging-x-thread-2026-08-15 - Jensen Huang: 'AI Doomers Have It Wrong' — Axios Interview Full Transcript
jensen-huang-axios-ai-doomers-2026-07-23 - DeepSeek's Liang Wenfeng Breaks His Silence
liang-wenfeng-transcript
Overall my view is that AI is *structurally* a technology that tends to concentrate power, for reasons that have nothing to do with regulation (more to do with the extreme implications of the scaling laws). Open-weights do help some with this but are nowhere near a sufficient solution because they simply shift the concentration somewhat to those with the most compute and chips (which are roughly the frontier labs plus maybe hardware providers).
Free AI should be great for chips. Uh free AI should be great for uh data centers. So, I think I think the um uh the market just got it wrong. They got it wrong with Deepseek. As you recall, when Deep Seek came out, our stock price was down some 30%. And I think it's this is exactly the same thing. What this industry needs is great AI and the fact that Kimmy 3 is so extraordinary, QN is so extraordinary, um, uh, GLM so extraordinary, these Neimotron, Nvidia Neotron so extraordinary.
they're going to go public. These two companies will be the most uh successful IPOs in in human history. How is it possible that two companies that are only a few years old are worth a trillion dollars? And so the you know AI being diffused abundantly free AI being diffused all over industry, all over society. Um so that if someone would like to have an offtheshelf incredibly built service instead of making their own AI instead of hosting their own AI to have that choice I think is going to be fantastic.
Who denies it
- Eric Raymond: The Cathedral and the Bazaar (1997)
eric-raymond-cathedral-and-bazaar-1997 - DeepSeek's Liang Wenfeng Breaks His Silence
liang-wenfeng-transcript
Anyway, in a world of cheap PCs and fast Internet links, we find pretty consistently that the only really limiting resource is skilled attention. Open-source projects, when they founder, essentially never do so for want of machines or links or office space; they die only when the developers themselves lose interest.
Under this situation, domestically we can consider it as having just started in the last half year, so in time, I think more time is needed. This has little relation to capital investment, because even without more capital investment, the original capital is enough for it to expand at the fastest speed.
But this speed has a ceiling—the bottleneck isn’t that I can immediately have more people, it’s not stuck on money, nor stuck on cards. But it’s indeed in a rapid-expansion process.
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