AI 导读
现在你看到闭源实验室的问题了，或许也是他们把 IPO 推迟到 2027 年的原因， 🟦 开源 78.4% 📷 闭源 21.6% 开源模型不需要拥有前沿就能威胁前沿实验室。 它们只需要成为一切不需要前沿能力的场景的默认选择。 而且，开源模型不需要靠利润率取胜，它们只需要流量。
正文
Now you see the problem for closed labs, or probably why they are delaying their IPO to 2027,
🟦 Open 78.4% 📷 Closed 21.6%
Open models don’t need to own the frontier to threaten frontier labs.
They just need to become the default for everything that doesn’t require the frontier.
Also, open models don’t need their margins to win, they just need their traffic.
来源：@rohanpaul_ai · x.com