This is what Dario and Sama fear - - the cost of fine tuned open source models trained on custom data was 95% less than the frontier models - And they performed better than the frontier models - And they could train them in less than 48 hours The big AI labs have no moat.. Even at the enterprise level.. Any sane company would prefer a custom trained open source model instead of paying API pricing to Anthropic and Open AI If open source keeps growing at the pace it is, frontier labs' business collapses.. only way out is oldest trick in manipulation - FUD -> Fear, Uncertainty, Death Step 1 - Seed the psyop - Test a swarm of agents trained to "hack" - The swarm does what its supposed to do - hack - Publish a report - AI is too dangerous Step 2 - weed out the doubters - Get an employee to quit your company - Go viral saying both companies are not doing enough to self regulate AI - AI is dangerous - will kill humanity by the end of the decade Step 3 - Prepare for fruition - write an "essay" to "pace the frontier" - Advocate regulation - Only a few holier than though companies get to build AI - Scare the world into agreeing with AI Doom - Effectively turn your competitors into criminals (genius business strategy) Endgame - - Become a cartel that controls AI (and the world) - Raise prices (coz business is unsustainable... ofc) - IPO (offload liability of said unsustainable business to the public) Laugh all the way to the bank 🤑 Win!