Part 2/8:
There's a growing consensus that open-source AI is on the rise. The excitement surrounding open-source developments is palpable, as it offers a product and experience that resonates with the average user. With vibrant communities contributing to these projects, the enthusiasm and energy invested in open-source technologies create a competitive advantage that is difficult to match in the long term.
This phenomenon parallels the evolution of web servers, where open-source solutions rapidly eclipsed corporate giants like Microsoft. Today, open-source web servers hold a staggering 99.9% market share. This trajectory suggests that we are likely heading down a similar path with AI, where foundry-like companies may need to adapt or risk obsolescence.