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Why Openai, 300 billion dollars in the same day (sign: It’s not just about DeepSeak)



To judge their social diet, Openai CEO SAM Altman is a very happy camper, because he sang the success of a sight of the company after each other. The beginning of joint establishment in 2015 enlarged $ 40 billion worth $ 300 billion in the largest financial round of the company; Everyone on the internet seems to be sent Studio Ghbli Style Pictures Politics of Openai’s new GPT-4O image generation model; and chatgpt now is 500 million weeks, over 400 million last month.

Again, along with all this good news, Altman announced Monday that Openai reveals things that look quite large in his strategy: in a few months Altman saidOpenai will release an open source model.

For the first time, the movement was openly openly marked by the company’s open model in 2019, the company turned into a closed models in recent years. The upcoming model will not be 100% open – including “open” AI models, as in other companies, including Meta Mistral, Openai will not offer any entry to the information used to train the model. Again, the use of a new model of the new model for the use of the license researchers, developers and other users determines how to change or improve it.

Why turn?

On the surface, the direct cause of Openai’s open source, specifically, the beginning of the beginning can come from China DeepSeek hitting AI script In favor of the open source in January. However, according to insiders in several AI industry Fortune He spoke wider, and more nor, a number of factors, also encourages the change in the heart in the open source in the open source. Because the AI ​​technology paves the way, customers want the convenience and transparency of open source models for many uses. Performance gap between Openai and rivals, 100% indoor approach to Openai – was more difficult for the perception of Altman in January receiving This DeepSeek has reduced Openai’s management in AI that when opening Openai technologies was “wrong side of history.”

Openai Models need an external

VP of VP of VP of VP of VP of VP of VP of VP of VP, said it was more about a reception on the change of AI view of VP. The value is moving away from models used to adapt models to applications or system organizations to their specific needs. When there are many situations that a company wants to use a modern LLM, the open weights model will allow customers’ chatrice, such as the company or the company’s developer API. For example, a financial company may want customer information to leave their infrastructure and want a production business to be installed in factory devices that do not connect to the Internet.

“Open source is not some interest, this is a big part of the AI ​​usage,” he said. “Openai wants to be part of this with brands and their models.”

Forrester Research Rowan Curran, Forrester Research Aimed to AI, said the open source said the moment of the EU is talking to the EU with more and more different ecosystems GoogleAnthropic, Amazon China’s Alibaba and Deepseek, France’s Mistral, Canada’s coach and Israel’s AI21 Laboratory meta.

According to him, many enterprises are excited from open source modes of open source – because they are not only true or how well they respond to questions. The key to which is portable, explained – instead of connecting to a provider, it means that they can work on different cloud platforms or a company at the workstation or a robot, or a robot, or a robot.

Curran, the release of an open model explained that an open model could appeal more to its enterprise customers. If Openai builds a project for a customer and manage some of the work within its data center or smaller models, for example, they cannot do this with Openai models like 4Os for escaping cloud-based servers. “It may have a laptop, a smartphone, robot or self-driving car that limits a solution to a solution from the cloud to the end. Gemma (the largest indoor model family), Openai may have its open solution without viewing the open source models of Openai.

A difficult balance of balance

RAO shows that the DeepSeek releases no obvious source in a great response, the DeepSeek moment, China’s beginnings are no longer behind the AI ​​race.

“Many of us many of us knew this,” he said. Now Openai is now targeting the open source society, he will lose a lot of influence, goodwill and community innovation. “

Earlier, Openai is a reason why they cannot release open models because Chinese firms will try to use their technologies to develop their models. In January, Openai, “The most skilled models of the most skilled models of the most skilled models are best protected to maintain the most skilled models and competitors to maintain their technology.” And in fact, DeepSEEK did not leave the information used to bring up the R1 model, and there are indicators of Openai O1 to start training the model’s reasons.

Now Openai is trying to reconcile seemingly conflicting messages, as the way back to the open source again. Witness Openai Chief Global Affairs Specialist Chris Lehane LinkedIn PostMonday: “According to the AI, the leadership, as a result of the democratic AI, increasing a balance between open and indoor principles, and increases strong tools for strong tools and increases the hand of innovators.”

“They are definitely talking on both sides,” said Rao, “Rao”, “To release open models)” We still need to benefit from society that built and influence. “

There is also an act of commercial balancing for Openai: you can not leave an open model competing with their salaries. To give a goal to the target of AI developers, RAO offered Openai will leave a large model – but not too big.

Shading in Meta

If the strategic movement to open a model of Openai is not just a reaction to DeepSeek, it can be very good to throw a shadow in another great open source opponent. Llama released with an open license, except for services with more than 700 million active users – it is designed to limit companies such as Openai building.

“If more than 700 million active users,” Altman “from 700 million in your service, we will not do anything like saying you cannot use our open model Sent yesterday side X.

“Meta has become a standard carrier for the open source AI in the West,” Rao said. “If they want to influence a little effect in the ecosystem, they must get meta.”

However, Forresterin Curran, Altman’s uncertain statements, Openai’s open source model information or training methods, for example, more transparent or more transparent from the meta or other commercial key versions, there is no need to think more transparent in terms of transparent or training methods.

“I expect this to be more opaque and closed than other outdoor models,” he said, “He is very little transparent.”

This story was first displayed Fortune.com



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