I have been using some open-source and open Weight models in these last few days and at least for my applications it appears they are almost 80-90% as good as the paid ones like Claude or OpenAI codex.
I don't have to work too hard to imagine that eventually they will catch up and converge with the paid models .
it seems to me that Anthropic and OpenAI IPOs, whenever they happen, will destroy a lot of wealth if not immediately then eventually.
the software companies that use these modules and build services on top of them will be fine. The hardware companies too will be fine because not everyone can afford the horsepower required to run these models. the LLM builders themselves might be reduced to providing services and consulting or value-added services, but the general model itself will cease to be a revenue-generating product.
Anybody else feel this or am I completely missing something?