If a Large Majority of Enterprise Clients Can Host Open Weight Models Themselves, Where Does That Leave OpenAI and Anthropic?

Reddit r/singularity News
open-weight-models enterprise-ai openai anthropic ai-industry competitive-analysis

Summary

The article discusses how large enterprises can now host open-weight models themselves, potentially reducing their reliance on closed-model providers like OpenAI and Anthropic, which could lose significant enterprise market share.

Companies like JPMorgan, Morgan Stanley, Walmart, Uber, and Salesforce have the capital, infrastructure, and technical talent to run open weight models themselves. As these models improve, large enterprises no longer need to pay a premium for access to closed models. They can own the weights, customize the models with proprietary data, control where their data goes, and avoid dependence on one provider. So if they loss say 50 percent of their enterprise clients in the next 24 months where does that leave them
Original Article

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