Expert Warns: Open-source Models May Crush OpenAI

The Cost Has Not Yet Been Justified
Frequent Releases Will Continue
Despite the economic challenges, Lee believes the AI industry remains highly competitive, with frequent releases of new large language models expected to continue. He identified companies like Elon Musk's xAI with its Grok models and DeepSeek AI as leaders in innovation, stating, "I think DeepSeek currently has the momentum."
He also mentioned that companies like OpenAI, Alibaba, Google, and Anthropic are making significant strides, but highlighted ByteDance as an underappreciated contender due to its vast customer base and multiple avenues for monetization. Additionally, Lee mentioned Baidu as a potential player, though he noted their current execution in developing new foundation-model technology is lagging.
One Winner and a Runner-up
Lee concluded by reflecting on the nature of technology markets, suggesting that in most cases, "you end up with only two [competitors], the winner, who makes money, and the runner-up, who breaks even, and everyone else, who dies."
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Comments (20)
0/200
JackMartinez
April 24, 2025 at 12:53:50 PM EDT
El aviso del experto me hizo pensar en el futuro de la IA. Los modelos de código abierto podrían realmente cambiar las cosas para OpenAI. Es interesante pero también un poco aterrador. ¿Alguien más preocupado por lo que esto significa para la industria? 🤔
0
AlbertThomas
April 23, 2025 at 7:54:07 PM EDT
전문가의 경고를 보고 AI의 미래에 대해 생각해봤어요. 오픈소스 모델이 OpenAI에 큰 영향을 미칠 수 있을 것 같아요. 흥미롭지만 조금 무섭네요. 이 산업에 어떤 변화가 올지 걱정하는 분들, 다른 분들도 있나요? 🤔
0
AnthonyGonzález
April 22, 2025 at 7:19:48 AM EDT
Les modèles open-source menacent OpenAI ? 😮 C'est un signal d'alarme ! J'ai toujours pensé qu'OpenAI était imbattable, mais si Kai-Fu Lee le dit, il est temps de prêter attention. Peut-être qu'OpenAI devrait repenser sa stratégie. Ça pourrait devenir intéressant !
0
LeviKing
April 22, 2025 at 7:08:39 AM EDT
오픈소스 모델이 OpenAI를 위협한다고? 😮 이건 경고죠! OpenAI가 무적이라고 생각했는데, 카이푸 리가 말한다면 주목해야 해요. OpenAI도 전략을 재검토할 때가 된 것 같아요. 앞으로가 기대되네요!
0
CharlesWhite
April 22, 2025 at 3:27:18 AM EDT
¿Modelos de código abierto amenazando a OpenAI? 😮 ¡Eso es una señal de alerta! Siempre pensé que OpenAI era imbatible, pero si lo dice Kai-Fu Lee, es hora de prestar atención. Quizás sea el momento de que OpenAI reconsidere su estrategia. ¡Esto podría ponerse interesante!
0
CarlGarcia
April 21, 2025 at 1:17:31 PM EDT
O alerta do especialista me fez pensar sobre o futuro da IA. Modelos de código aberto podem realmente mudar as coisas para o OpenAI. É interessante, mas também um pouco assustador. Alguém mais preocupado com o que isso significa para a indústria? 🤔
0
The Cost Has Not Yet Been Justified
Frequent Releases Will Continue
Despite the economic challenges, Lee believes the AI industry remains highly competitive, with frequent releases of new large language models expected to continue. He identified companies like Elon Musk's xAI with its Grok models and DeepSeek AI as leaders in innovation, stating, "I think DeepSeek currently has the momentum."
He also mentioned that companies like OpenAI, Alibaba, Google, and Anthropic are making significant strides, but highlighted ByteDance as an underappreciated contender due to its vast customer base and multiple avenues for monetization. Additionally, Lee mentioned Baidu as a potential player, though he noted their current execution in developing new foundation-model technology is lagging.
One Winner and a Runner-up
Lee concluded by reflecting on the nature of technology markets, suggesting that in most cases, "you end up with only two [competitors], the winner, who makes money, and the runner-up, who breaks even, and everyone else, who dies."




El aviso del experto me hizo pensar en el futuro de la IA. Los modelos de código abierto podrían realmente cambiar las cosas para OpenAI. Es interesante pero también un poco aterrador. ¿Alguien más preocupado por lo que esto significa para la industria? 🤔




전문가의 경고를 보고 AI의 미래에 대해 생각해봤어요. 오픈소스 모델이 OpenAI에 큰 영향을 미칠 수 있을 것 같아요. 흥미롭지만 조금 무섭네요. 이 산업에 어떤 변화가 올지 걱정하는 분들, 다른 분들도 있나요? 🤔




Les modèles open-source menacent OpenAI ? 😮 C'est un signal d'alarme ! J'ai toujours pensé qu'OpenAI était imbattable, mais si Kai-Fu Lee le dit, il est temps de prêter attention. Peut-être qu'OpenAI devrait repenser sa stratégie. Ça pourrait devenir intéressant !




오픈소스 모델이 OpenAI를 위협한다고? 😮 이건 경고죠! OpenAI가 무적이라고 생각했는데, 카이푸 리가 말한다면 주목해야 해요. OpenAI도 전략을 재검토할 때가 된 것 같아요. 앞으로가 기대되네요!




¿Modelos de código abierto amenazando a OpenAI? 😮 ¡Eso es una señal de alerta! Siempre pensé que OpenAI era imbatible, pero si lo dice Kai-Fu Lee, es hora de prestar atención. Quizás sea el momento de que OpenAI reconsidere su estrategia. ¡Esto podría ponerse interesante!




O alerta do especialista me fez pensar sobre o futuro da IA. Modelos de código aberto podem realmente mudar as coisas para o OpenAI. É interessante, mas também um pouco assustador. Alguém mais preocupado com o que isso significa para a indústria? 🤔












