Fundamentally, you can never distill your way to being the teacher, so these approaches will not advance the frontier.
[edit, after thinking about it I think my phrasing is unfair. It's not necessarily that aren't able to do it, but they haven't yet shown that they are willing to do it.]
/s
Not yet.
If there is a need someone will come and fulfill. Personally for me now I do not even want to use top models. Professionally I use AI to help with the coding using Junie agent that comes with IDEs from JetBrains. Junie is told to use Gemini Flash and works fine for what I ("I" being an emphasis here) ask it to do. I tried more advanced models and different vendors only to discover credits going down the toilet without any extra benefit.
Are you sure?
What if you distill from 10 teachers?
This doesn't strike me as a symptom of a bubble - except in so far as the bubble pushes the competitors models forwards and thus they need to invest more to stay competitive.
They all carry political weights, because humans behind defend their interests, and are promoting some social values.
This answer from Claude is so biased that it is ridiculous
China acts like an entire bloc, not as single companies, and they want to monetize hardware.
ByteDance is going the direct-to-consumer route with their Doubao chatbot (the most popular in China, probably thanks to their social media prowess). iFlyTek seems to be angling for enterprise and government use cases, where they already have an in.
The companies that have released weights have in common that they didn't have a monetization channel lined up and their models weren't good enough to make people pay attention with just API access. (You can see with Qwen Max that the calculus can change towards not releasing weights for better models.)
And who exactly among the investors is having their complement commoditized? When Nvidia releases Nemotron, the story is clear, but it's less obvious for say Z.ai's GLM.
> I have never said they always act as a bloc
Pick one