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Oracle made a $300 billion bet on OpenAI. It's paying the price.
(finance.yahoo.com)
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this post was submitted on 13 Dec 2025
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Interesting that even Sam Altman is worried now!
AFAIK there are also problems that Chinese companies have their own tool chain, and are releasing high level truly open source solutions for AI.
Seems to me a problem for the sky high profits could be that it is hard to make AI lock in, like is popular with much software and cloud services. But with AI you can use whatever tool is best value, and switch to the competition whenever you want.
It's nice that it will probably be impossible for 1 company to monopolize AI, like Microsoft did with operating systems for decades.
I don‘t know of a single
from China. China doesn‘t seem very keen on open source as a whole to be honest. That is unless they can monetize on open source projects from outside of China. Their companies love doing that.
Your ignorance is not a valid point.
https://techwireasia.com/2025/07/china-open-source-ai-models-global-rankings/
DeepSeek being an LLM is far from open source and especially not „truly“ open. The very article you linked basically says as much but wraps it in pretty words. Talking about ignorance.
Yes I found out I was wrong, and I thought I had edited most of the wrong posts claiming deepseek is open source.
You are right it isn't, despite articles claiming it is.
DeepSeek the software is open source.
same with qwen, ernie, minimax, and kimi
It‘s open weights but definitely not
Feel free to blame the technology as a whole but open source doesn‘t make exceptions for AI models.
every major chinese model is open source
Where can I see the source code?
Alibaba has released Qwen models under Apache licenses (and they are some of the best models that can reasonably be ran locally). Some argue that models aren't really open source unless the training code and datasets are made available though.
They are releasing lots of open weight models. If you want to run AI stuff on your own hardware, Chinese models are generally the best.
They also don't care about copyright law/licensing, so going forward they will be training their models on more material than Western companies are legally able to.
Please, government of the USA, do not bail them* out. At least not any more than what you're already giving them.
* OpenAI
Altman just needs to cobble together a gold Trump statue, deliver it to the White House, and any bailout needed is his.
You clearly want the economy to collapse. The bailout will actually be profitable for the government. /s
Oracle doesn't need a bailout, they are loaded, and can afford this loss. But of course an investment not being as profitable as they promised means the stock goes down. It's not like the company is anywhere near being in trouble.
One interesting thing about the Chinese “AI Tigers” is the lack of Tech Bro evangelism.
They see their models as tools. Not black box magic oracles, not human replacements. And they train/structure/productize them and such.
Big Tech is making this really hard, though.
In the business world, there’s a lot of paranoia about using Chinese LLM weights. Which is totally bogus, but also understandably hard to explain.
And OpenAI and such are working overtime to lock customers in. See: iOS being ChatGPT-only; no “pick your own API.” Or Disney using Sora when they should really be rolling their own finetune.
Of course they are, I just thought they hadn't figured out how yet. 🤥
they cant do it like google and ms can, just jam it into thier DEVICES OR OS, openai doesnt have any services outside of being llm.