Yes, competition is great for us.
I wonder if margins on GPT-6.1 Sol and Opus 5.5 are now 75% or 90%.
I wonder if margins on GPT-6.1 Sol and Opus 5.5 are now 75% or 90%.
The difference matters when they're investing the excess into salaries and bonuses to build the next frontier model.
Seen from a high-level perspective, if Chinese open models are compressing US AI labs' profit margins and those margins fund US AI labs' dominance, then open models are decreasing American AI dominance.