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I believe in general the business model of building frontier models has not been fully baked out yet. Lets ignore the thought of AGI and just say models do continue to improve. In OpenAIs case they have raised lots of capital in the hopes of dominating the market. That capital pegged them at a valuation. Now you have a company with ~100 employees and supposedly a lot less capital come in a get close to OpenAIs current leading model. It has the potential to pop their balloon massively.

By releasing a lot of it opensource everyone has their hands on it. Opens the door to new companies.

Or a simple mental model, there has been this ability for third parties to get quite close to leading frontier models. The leading frontier models takes hundreds of millions of dollars and if someone is able to copy it within a years time for significantly less capital, its going to be hard game of cat and mouse.




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