Releasing a near stat-of-the-art open model instanly catapults companies to a valuation of several billion dollars, making it possible raise money to acquire GPUs and train more SOTA models.

Now, what happens if such a business model does not emerge? I hope we won't find out!

gpt-oss is killing the ongoing AIME3 competition on kaggle. They're using a hidden, new set of problems, IMO level, handcrafted to be "AI hardened". And gpt-oss submissions are at ~33/50 right now, two weeks into the competition. The benchmarks (at least for math) were not gamed at all. They are really good at math.

Open weight means secondary sales channels like their fine tuning service for enterprises [0].

They can't compete with large proprietary providers but they can erode and potentially collapse them.

Open weights and research builds on itself advancing its participants creating environment that has a shot at proprietary services.

Transparency, control, privacy, cost etc. do matter to people and corporations.

[0] https://mistral.ai/solutions/custom-model-training

https://huggingface.co/collections/mistralai/mistral-large-3

https://huggingface.co/collections/mistralai/ministral-3

https://www.llama.com/docs/how-to-guides/vision-capabilities...