OpenAI CEO Sam Altman declared a “code red” last week as the upstart faces greater rivalry from Google, threatening its ability to monetize its AI products and meet its ambitious revenue targets.
Interesting that even Sam Altman is worried now!
AFAIK there are also problems that Chinese companies have their own tool chain, and are releasing high level truly open source solutions for AI.
Seems to me a problem for the sky high profits could be that it is hard to make AI lock in, like is popular with much software and cloud services. But with AI you can use whatever tool is best value, and switch to the competition whenever you want.
It’s nice that it will probably be impossible for 1 company to monopolize AI, like Microsoft did with operating systems for decades.
AFAIK there are also problems that Chinese companies have their own tool chain, and are releasing high level truly open source solutions for AI.
One interesting thing about the Chinese “AI Tigers” is the lack of Tech Bro evangelism.
They see their models as tools. Not black box magic oracles, not human replacements. And they train/structure/productize them and such.
But with AI you can use whatever tool is best value, and switch to the competition whenever you want.
Big Tech is making this really hard, though.
In the business world, there’s a lot of paranoia about using Chinese LLM weights. Which is totally bogus, but also understandably hard to explain.
And OpenAI and such are working overtime to lock customers in. See: iOS being ChatGPT-only; no “pick your own API.” Or Disney using Sora when they should really be rolling their own finetune.
Oracle doesn’t need a bailout, they are loaded, and can afford this loss. But of course an investment not being as profitable as they promised means the stock goes down. It’s not like the company is anywhere near being in trouble.
from China. China doesn‘t seem very keen on open source as a whole to be honest. That is unless they can monetize on open source projects from outside of China. Their companies love doing that.
The dataset is massive and impractical to share, and a dataset may include bias and conditions for use, and the dataset is a completely separate thing from the code. You would always want to use a dataset that fit your needs. From known sources. It’s easy to collect data. Programming a good AI algorithm not so much.
Saying a model isn’t open source because collected data isn’t included is like saying a music player isn’t open source, because it doesn’t include any music.
EDIT!!!
TheGrandNagus is however right about the source code missing, investigating further, the actual source code is not available. and the point about OSI (Open Source Initiative) is valid, because OSI originally coined the term and defined the meaning of Open Source, so their description is per definition the only correct one.
Open source as a term emerged in the late 1990s by a group of people in the free software movement who were critical of the political agenda and moral philosophy implied in the term “free software” and sought to reframe the discourse to reflect a more commercially minded position.[14] In addition, the ambiguity of the term “free software” was seen as discouraging business adoption.[15][16] However, the ambiguity of the word “free” exists primarily in English as it can refer to cost. The group included Christine Peterson, Todd Anderson, Larry Augustin, Jon Hall, Sam Ockman, Michael Tiemann and Eric S. Raymond. Peterson suggested “open source” at a meeting[17] held at Palo Alto, California, in reaction to Netscape’s announcement in January 1998 of a source code release for Navigator.[18] Linus Torvalds gave his support the following day
The tide has turned. With the December 2024 launch of DeepSeek’s free-for-all V3 large language model (LLM) and the January 2025 release of DeepSeek’s R1 (the AI reasoning model that rivals the capabilities of OpenAI’s O1), the open-source movement started by Chinese firms has sent shockwaves through Silicon Valley and Wall Street.
And:
DeepSeek, adopting an open-source approach was an effective strategy for catching up, as it allowed them to use contributions from a broader community of developers.”
I’ve read similar descriptions in other articles, seems your claim is false.
Investigating further I can see it is NOT open source. All the articles saying that are lying, probably unknowingly just as I believed the claim, they probably did too, and I’m NOT being sarcastic!
I have no idea why publishing these “weights” is considered open source, it has nothing to do with Open Source as defined by OSI, which I believe has a historical right to the term.
Still debatable, the weights are the code. That’s a bit like saying “X software is not open source because it has equations but it doesn’t include the proofs that they’re derived from”.
They are releasing lots of open weight models. If you want to run AI stuff on your own hardware, Chinese models are generally the best.
They also don’t care about copyright law/licensing, so going forward they will be training their models on more material than Western companies are legally able to.
Interesting that even Sam Altman is worried now!
AFAIK there are also problems that Chinese companies have their own tool chain, and are releasing high level truly open source solutions for AI.
Seems to me a problem for the sky high profits could be that it is hard to make AI lock in, like is popular with much software and cloud services. But with AI you can use whatever tool is best value, and switch to the competition whenever you want.
It’s nice that it will probably be impossible for 1 company to monopolize AI, like Microsoft did with operating systems for decades.
One interesting thing about the Chinese “AI Tigers” is the lack of Tech Bro evangelism.
They see their models as tools. Not black box magic oracles, not human replacements. And they train/structure/productize them and such.
Big Tech is making this really hard, though.
In the business world, there’s a lot of paranoia about using Chinese LLM weights. Which is totally bogus, but also understandably hard to explain.
And OpenAI and such are working overtime to lock customers in. See: iOS being ChatGPT-only; no “pick your own API.” Or Disney using Sora when they should really be rolling their own finetune.
Of course they are, I just thought they hadn’t figured out how yet. 🤥
Please, government of the USA, do not bail them* out. At least not any more than what you’re already giving them.
* OpenAI
You clearly want the economy to collapse. The bailout will actually be profitable for the government. /s
Altman just needs to cobble together a gold Trump statue, deliver it to the White House, and any bailout needed is his.
Oracle doesn’t need a bailout, they are loaded, and can afford this loss. But of course an investment not being as profitable as they promised means the stock goes down. It’s not like the company is anywhere near being in trouble.
I don‘t know of a single
from China. China doesn‘t seem very keen on open source as a whole to be honest. That is unless they can monetize on open source projects from outside of China. Their companies love doing that.
Your ignorance is not a valid point.
https://techwireasia.com/2025/07/china-open-source-ai-models-global-rankings/
deleted by creator
every major chinese model is open source
DeepSeek the software is open source.
same with qwen, ernie, minimax, and kimi
Unless the dataset, weighting, and every aspect is open source, it’s not truly open source, as the OSI defines it.
The dataset is massive and impractical to share, and a dataset may include bias and conditions for use, and the dataset is a completely separate thing from the code. You would always want to use a dataset that fit your needs. From known sources. It’s easy to collect data. Programming a good AI algorithm not so much.
Saying a model isn’t open source because collected data isn’t included is like saying a music player isn’t open source, because it doesn’t include any music.
EDIT!!!
TheGrandNagus is however right about the source code missing, investigating further, the actual source code is not available. and the point about OSI (Open Source Initiative) is valid, because OSI originally coined the term and defined the meaning of Open Source, so their description is per definition the only correct one.
https://en.wikipedia.org/wiki/Open_source
no,
your changing the definition of open source software. which has been around a lot longer than AI has.
source code is what defines open source.
what deepseek has is open weights. they publish the results of their learning only. not the source that produced it.
https://techwireasia.com/2025/07/china-open-source-ai-models-global-rankings/
And:
I’ve read similar descriptions in other articles, seems your claim is false.
can you show me the actual source code?
the human readable code, not the weights.
The (claimed) source:
https://github.com/deepseek-ai
Investigating further I can see it is NOT open source. All the articles saying that are lying, probably unknowingly just as I believed the claim, they probably did too, and I’m NOT being sarcastic!
I have no idea why publishing these “weights” is considered open source, it has nothing to do with Open Source as defined by OSI, which I believe has a historical right to the term.
I apologize.
Still debatable, the weights are the code. That’s a bit like saying “X software is not open source because it has equations but it doesn’t include the proofs that they’re derived from”.
what has been published by deep seek is the music, not the software, the music.
In the same way as an Excel spreadsheet containing a crosstab of analytics results is “the code.”
It’s processed input for a visualization/playback mechanism, not source code.
They are releasing lots of open weight models. If you want to run AI stuff on your own hardware, Chinese models are generally the best.
They also don’t care about copyright law/licensing, so going forward they will be training their models on more material than Western companies are legally able to.