If they understand that there’s no moat for their AI R&D business, perhaps they’re looking to a possible future where they could lower their cost of R&D by picking up open models and running them for inference. Especially if the current spending collapses.
If they understand that there’s no moat for their AI R&D business, perhaps they’re looking to a possible future where they could lower their cost of R&D by picking up open models and running them for inference. Especially if the current spending collapses.