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Whoa, Antrophic,etc are really running afraid that their IPO's are gonna crash when people realize that the open models are Good Enough(TM).

So I'd put it at 30% that this is a ruse, say that Qwen 3.5,etc is tainted by training by them and start issuing DMCA takedowns to protect the IPO valuation (Or they'll hold off on that, getting a DMCA takedown could backfire spectacularly if others do that to them).

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The open source models are more than good enough… c suite doesn’t care if the open source models means you’re slower in shipping by hrs/days if the cost savings make up for it.

This idea of shipping at max speed was stoopid as shit anyway. Going slow is arguably more important than fast fast fast.

I'd hazard anthropic perceives their number 1 enemy as open weight models. If alternatives to their business exist (which is mainly coding tokens currently), they will get into a nasty fight and the nightmare of all tech companies - losing their monopoly. It threatens their ability to extract value, and could reduce their valuation to a tenth of what it was. They cannot make open weight models worse, so they're using lawfare to try and get them banned. And of course we previously know they attempted to block Chinese companies under the guise of national security by lobbying for restricting GPU sales.

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