This makes me bearish on OpenAI as a company. When a cloud company can offer a strong model for free by selling the compute, what competitive advantage does a company who want you to pay for the model have left? Feels like they might get Netscape’d.
OpenAI is not the worst, ChatGPT is used by 100M people weekly, sort of insulated from benchmarks. The best of the rest, Anthropic, should be really scared.
